WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
10 hedge funds and large institutions have $10.2M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
58% more capital invested
Capital invested by funds: $6.48M → $10.2M (+$3.77M)
43% more funds holding
Funds holding: 7 → 10 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.47M |
| 2 |
Jane Street
New York
|
+$1.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$822K |
| 4 |
LPL Financial
San Diego,
California
|
+$369K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$364K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$42.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $5.64M | +$1.47M | +53,644 | +35% |
|
|
2
Jane Street
New York
| $1.89M | +$1.37M | +49,667 | +257% |
|
|
3
LPL Financial
San Diego,
California
| $1.22M | +$369K | +13,409 | +44% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $820K | +$822K | +29,891 | New |
|
|
LNC
5
Lincoln National Corp
Radnor,
Pennsylvania
| $365K | +$11.9K | +432 | +3% |
|
|
AA
6
Ancora Advisors
Cleveland,
Ohio
| $260K | +$261K | +9,484 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $43K | -$42.6K | -1,550 | -50% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $6K | +$5.77K | +210 | New |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $5K | -$364K | -13,227 | -99% |
|
|
ADL
10
Asset Dedication LLC
San Francisco,
California
| $4K | +$1.92K | +70 | +88% |
|
DYLS Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q4 2016, worth a combined $10.2M — up 58% from $6.48M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DYLS positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $1.47M. The largest seller was MSI Financial Services, cutting an estimated $364K.
- 10 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q4 2016, up from 7 in Q3 2016.
- Funds reported $10.2M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q4 2016, up 58% quarter-over-quarter.
- 3 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q4 2016 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q4 2016 was Bank of America, an estimated $1.47M added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q4 2016 was MSI Financial Services, an estimated $364K sold.
Based on aggregated 13F filings for Q4 2016.