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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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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.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 31 → 28 (-3)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

48% less capital invested

Capital invested by funds: $26.8M → $14M (-$12.8M)

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

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$419K
2
EA
Efficient Advisors
Ohio
+$244K
3
Morgan Stanley
Morgan Stanley
New York
+$221K
4
Citadel Advisors
Citadel Advisors
Florida
+$193K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$138K

Top Sellers

Rank Fund Capital Flow
1
ML
McAdam LLC
Pennsylvania
-$6.91M
2
Bank of America
Bank of America
North Carolina
-$1.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.6M
4
AWM
AE Wealth Management
Kansas
-$900K
5
CF
Centaurus Financial
California
-$797K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AllSquare Wealth Management
New York
$3K -$12.4K -450 -81%
IA
27
IFP Advisors
Florida
$2K +$1.51K +55 New
ASN
28
Advisory Services Network
Georgia
$1K – – –
AWM
29
AE Wealth Management
Kansas
– -$900K -32,516 Closed
CF
30
Centaurus Financial
California
– -$797K -28,787 Closed
PWM
31
Paulson Wealth Management
Illinois
– -$300K -10,837 Closed
FWM
32
Frontier Wealth Management
Missouri
– -$268K -9,693 Closed
BTS
33
BB&T Securities
Virginia
– -$235K -8,492 Closed
MIM
34
Macroview Investment Management
Maryland
– -$163K -5,888 Closed
MWC
35
MKD Wealth Coaches
Michigan
– -$128K -4,609 Closed
AIC
36
Archer Investment Corporation
Indiana
– -$6K -200 Closed
1
2

DYLS Hedge Fund Activity: Q3 2019 in Review

28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q3 2019, worth a combined $14M — down 48% from $26.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DYLS and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $419K. The largest seller was McAdam LLC, cutting an estimated $6.91M.

  • 28 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q3 2019, down from 31 in Q2 2019.
  • Funds reported $14M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q3 2019, down 48% quarter-over-quarter.
  • 5 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q3 2019 and 8 closed out, a net change of -3 holders.
  • The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q3 2019 was GeoWealth Management, an estimated $419K added.
  • The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q3 2019 was McAdam LLC, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2019.