WisdomTree Dynamic Bearish U.S. Equity Fund
DYB was delisted on the 17th of January, 2020.
6 hedge funds and large institutions have $3.79M invested in WisdomTree Dynamic Bearish U.S. Equity Fund in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
1.7% less ownership
Funds ownership: 34.48% → 32.78% (-1.7%)
26% less capital invested
Capital invested by funds: $5.13M → $3.79M (-$1.34M)
40% less funds holding
Funds holding: 10 → 6 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 2 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
+$174K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$30.2K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.39M |
| 2 |
Jane Street
New York
|
-$931K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$42K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$9K |
| 5 |
SGS
Sterling Global Strategies
Carlsbad,
California
|
-$1.24K |
DYB Hedge Fund Activity: Q1 2019 in Review
6 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) for Q1 2019, worth a combined $3.79M — down 26% from $5.13M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DYB and 0 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.05M. The largest seller was Atria Investments, exiting entirely with an estimated $1.39M sold.
- 6 institutional investors held WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) as of Q1 2019, down from 10 in Q4 2018.
- Funds reported $3.79M of WisdomTree Dynamic Bearish U.S. Equity Fund stock for Q1 2019, down 26% quarter-over-quarter.
- 0 funds opened new WisdomTree Dynamic Bearish U.S. Equity Fund positions in Q1 2019 and 4 closed out, a net change of -4 holders.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $1.05M added.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund seller in Q1 2019 was Atria Investments, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2019.