DYLS

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

Overview Fund Activity
Delisted

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

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28 hedge funds and large institutions have $14M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$544K
2
GM
2
GeoWealth Management
Illinois
$424K
3
EA
3
Efficient Advisors
Ohio
$1.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$305K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$212K
2
Bank of America
2
Bank of America
North Carolina
$592K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$224K
4
AWM
4
AE Wealth Management
Kansas
$0
5
CF
5
Centaurus Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AllSquare Wealth Management
New York
$3K 106 -450 -81%
IA
27
IFP Advisors
Florida
$2K 55 +55 New
ASN
28
Advisory Services Network
Georgia
$1K 21 – –
AWM
29
AE Wealth Management
Kansas
– – -32,516 Closed
CF
30
Centaurus Financial
California
– – -28,787 Closed
PWM
31
Paulson Wealth Management
Illinois
– – -10,837 Closed
FWM
32
Frontier Wealth Management
Missouri
– – -9,693 Closed
BTS
33
BB&T Securities
Virginia
– – -8,492 Closed
MIM
34
Macroview Investment Management
Maryland
– – -5,888 Closed
MWC
35
MKD Wealth Coaches
Michigan
– – -4,609 Closed
AIC
36
Archer Investment Corporation
Indiana
– – -200 Closed
CFGS
37
Concourse Financial Group Securities
Alabama
– – – –
1
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