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DYLS

WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS

Delisted

DYLS was delisted on the 27th of May, 2020.

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30 hedge funds and large institutions have $26.8M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

7% more funds holding

Funds holding: 28 → 30 (+2)

17% less capital invested

Capital invested by funds: $32.3M → $26.8M (-$5.43M)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
8
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ML
McAdam LLC
Pennsylvania
+$6.36M
2
Jane Street
Jane Street
New York
+$2.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.77M
4
Bank of America
Bank of America
North Carolina
+$2.25M
5
BFG
Barber Financial Group
Kansas
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$7.54M
2
TCM
Tradewinds Capital Management
Washington
-$4.13M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.86M
4
AF
AMG Funds
Connecticut
-$1.41M
5
AG
Advisor Group
Arizona
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$8K +$8.6K +265 New
AIC
27
Archer Investment Corporation
Indiana
$6K +$6.49K +200 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$3K +$65 +2 +2%
BWM
29
Baystate Wealth Management
Massachusetts
$1K +$1.01K +31 New
AWA
30
Arete Wealth Advisors
Illinois
– -$7.54M -212,900 Closed
TCM
31
Tradewinds Capital Management
Washington
– -$4.13M -116,623 Closed
AF
32
AMG Funds
Connecticut
– -$1.41M -39,775 Closed
WP
33
WealthPLAN Partners
Nebraska
– -$1.06M -33,309 Closed
AI
34
Atria Investments
North Carolina
– -$946K -26,710 Closed
ACI
35
Alpha Cubed Investments
California
– -$423K -12,592 Closed
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
– -$240K -6,775 Closed
MC
37
Moors & Cabot
Massachusetts
– -$212K -6,000 Closed
SWP
38
Stratos Wealth Partners
Ohio
– -$60K -1,698 Closed
TFA
39
Transamerica Financial Advisors
Florida
– -$5K -138 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$65 +2 New
1
2

DYLS Hedge Fund Activity: Q4 2018 in Review

30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q4 2018, worth a combined $26.8M — down 17% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DYLS positions and 10 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was McAdam LLC, opening a new position worth an estimated $6.36M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $7.54M sold.

  • 30 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q4 2018, up from 28 in Q3 2018.
  • Funds reported $26.8M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q4 2018, down 17% quarter-over-quarter.
  • 13 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q4 2018 and 10 closed out, a net change of +3 holders.
  • The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q4 2018 was McAdam LLC, an estimated $6.36M added.
  • The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q4 2018 was Arete Wealth Advisors, an estimated $7.54M sold.

Based on aggregated 13F filings for Q4 2018.