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 $10.3M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and closing their positions.
1% more capital invested
Capital invested by funds: $10.2M → $10.3M (+$56K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$475K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$428K |
| 3 |
LPL Financial
San Diego,
California
|
+$201K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$106K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$30K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$11.4K |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$2.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $5.93M | -$30K | -1,058 | -0.5% |
|
|
2
LPL Financial
San Diego,
California
| $1.48M | +$201K | +7,081 | +16% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.31M | +$428K | +15,090 | +50% |
|
|
AA
4
Ancora Advisors
Cleveland,
Ohio
| $761K | +$475K | +16,742 | +177% |
|
|
LNC
5
Lincoln National Corp
Radnor,
Pennsylvania
| $494K | +$106K | +3,736 | +28% |
|
|
6
Jane Street
New York
| $275K | -$1.69M | -59,526 | -86% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $34K | -$11.4K | -400 | -25% |
|
|
8
UBS Group
Zurich,
Switzerland
| $10K | +$9.79K | +345 | New |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $6K | – | – | – |
|
|
ADL
10
Asset Dedication LLC
San Francisco,
California
| $2K | -$2.1K | -74 | -49% |
|
DYLS Hedge Fund Activity: Q1 2017 in Review
10 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q1 2017, worth a combined $10.3M — up 0.55% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DYLS positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Ancora Advisors, adding an estimated $475K. The largest seller was Jane Street, cutting an estimated $1.69M.
- 10 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $10.3M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q1 2017, up 0.55% quarter-over-quarter.
- 1 fund opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q1 2017 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q1 2017 was Ancora Advisors, an estimated $475K added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q1 2017 was Jane Street, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2017.