WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
28 hedge funds and large institutions have $32.3M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
91% more capital invested
Capital invested by funds: $16.9M → $32.3M (+$15.4M)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
33% more funds holding
Funds holding: 21 → 28 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$7.43M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$4.07M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.06M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$701K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.09M |
| 2 |
Jane Street
New York
|
-$801K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$569K |
| 4 |
AF
AMG Funds
Stamford,
Connecticut
|
-$250K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $6K | +$6.11K | +175 | New |
|
|
TFA
27
Transamerica Financial Advisors
St. Petersburg,
Florida
| $5K | -$23.6K | -677 | -83% |
|
|
WAP
28
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $4K | – | – | – |
|
|
LNC
29
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.09M | -32,947 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$225K | -6,814 | Closed |
|
|
BCA
31
Bay Colony Advisors
Concord,
Massachusetts
| – | -$37K | -1,111 | Closed |
|
DYLS Hedge Fund Activity: Q3 2018 in Review
28 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q3 2018, worth a combined $32.3M — up 91% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DYLS positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $7.43M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.09M sold.
- 28 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q3 2018, up from 21 in Q2 2018.
- Funds reported $32.3M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q3 2018, up 91% quarter-over-quarter.
- 10 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q3 2018 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q3 2018 was Arete Wealth Advisors, an estimated $7.43M added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q3 2018 was Lincoln National Corp, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2018.