WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
7 hedge funds and large institutions have $5.58M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
38% more capital invested
Capital invested by funds: $4.04M → $5.58M (+$1.54M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.88M |
| 2 |
Jane Street
New York
|
+$506K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$82.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.8K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$317 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$828K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.85M | +$2.88M | +108,929 | New |
|
|
2
LPL Financial
San Diego,
California
| $950K | -$1.06M | -40,234 | -53% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $774K | -$828K | -31,299 | -51% |
|
|
4
Jane Street
New York
| $500K | +$506K | +19,116 | New |
|
|
LNC
5
Lincoln National Corp
Radnor,
Pennsylvania
| $407K | +$317 | +12 | +0.1% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $82K | +$82.7K | +3,125 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $14K | +$13.8K | +521 | New |
|
DYLS Hedge Fund Activity: Q2 2016 in Review
7 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q2 2016, worth a combined $5.58M — up 38% from $4.04M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DYLS positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $2.88M. The largest seller was LPL Financial, cutting an estimated $1.06M.
- 7 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q2 2016, up from 3 in Q1 2016.
- Funds reported $5.58M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q2 2016, up 38% quarter-over-quarter.
- 4 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q2 2016 and 0 closed out, a net change of +4 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q2 2016 was Bank of America, an estimated $2.88M added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q2 2016 was LPL Financial, an estimated $1.06M sold.
Based on aggregated 13F filings for Q2 2016.