WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
22 hedge funds and large institutions have $12.7M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 10 closing their positions.
10% less capital invested
Capital invested by funds: $14M → $12.7M (-$1.38M)
21% less funds holding
Funds holding: 28 → 22 (-6)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
+$666K |
| 3 |
CFG
Cooper Financial Group
Irvine,
California
|
+$238K |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$237K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$623K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$551K |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$544K |
| 4 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
-$446K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$440K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
LPL Financial
San Diego,
California
| – | -$265K | -9,519 | Closed |
|
|
ML
27
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$212K | -7,637 | Closed |
|
|
FAAS
28
First Allied Advisory Services
San Diego,
California
| – | -$84K | -3,000 | Closed |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| – | -$12K | -444 | Closed |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| – | -$7K | -266 | Closed |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| – | -$1.5K | -55 | Closed |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -21 | Closed |
|
DYLS Hedge Fund Activity: Q4 2019 in Review
22 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q4 2019, worth a combined $12.7M — down 9.8% from $14M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DYLS and 4 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.25M. The largest seller was Jane Street, cutting an estimated $623K.
- 22 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q4 2019, down from 28 in Q3 2019.
- Funds reported $12.7M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q4 2019, down 9.8% quarter-over-quarter.
- 4 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q4 2019 and 10 closed out, a net change of -6 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $1.25M added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q4 2019 was Jane Street, an estimated $623K sold.
Based on aggregated 13F filings for Q4 2019.