WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
31 hedge funds and large institutions have $26.8M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
19% more funds holding
Funds holding: 26 → 31 (+5)
1% more capital invested
Capital invested by funds: $26.5M → $26.8M (+$298K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$930K |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$924K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$801K |
| 4 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$757K |
| 5 |
Jane Street
New York
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.18M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$891K |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$816K |
| 4 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
-$710K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $63K | +$6.06K | +212 | +10% |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $41K | +$10K | +350 | +31% |
|
|
AWM
28
AllSquare Wealth Management
Albany,
New York
| $15K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $7K | +$7.61K | +266 | New |
|
|
AIC
30
Archer Investment Corporation
Carmel,
Indiana
| $6K | – | – | – |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $1K | +$601 | +21 | New |
|
|
BFG
32
Barber Financial Group
Lenexa,
Kansas
| – | -$816K | -27,790 | Closed |
|
DYLS Hedge Fund Activity: Q2 2019 in Review
31 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q2 2019, worth a combined $26.8M — up 1.1% from $26.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DYLS positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $930K. The largest seller was Bank of America, cutting an estimated $1.18M.
- 31 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q2 2019, up from 26 in Q1 2019.
- Funds reported $26.8M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q2 2019, up 1.1% quarter-over-quarter.
- 6 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q2 2019 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q2 2019 was AE Wealth Management, an estimated $930K added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q2 2019 was Bank of America, an estimated $1.18M sold.
Based on aggregated 13F filings for Q2 2019.