WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
16 hedge funds and large institutions have $17.9M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
39% more capital invested
Capital invested by funds: $12.9M → $17.9M (+$4.98M)
14% more funds holding
Funds holding: 14 → 16 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.5M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$828K |
| 3 |
AF
AMG Funds
Stamford,
Connecticut
|
+$761K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$749K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$626K |
| 2 |
Jane Street
New York
|
-$379K |
| 3 |
LPL Financial
San Diego,
California
|
-$133K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$62.7K |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$9K |
DYLS Hedge Fund Activity: Q1 2018 in Review
16 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q1 2018, worth a combined $17.9M — up 39% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DYLS positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.5M. The largest seller was Lincoln National Corp, cutting an estimated $626K.
- 16 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q1 2018, up from 14 in Q4 2017.
- Funds reported $17.9M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q1 2018, up 39% quarter-over-quarter.
- 4 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q1 2018 and 2 closed out, a net change of +2 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $2.5M added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q1 2018 was Lincoln National Corp, an estimated $626K sold.
Based on aggregated 13F filings for Q1 2018.