WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
30 hedge funds and large institutions have $26.8M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
7% more funds holding
Funds holding: 28 → 30 (+2)
17% less capital invested
Capital invested by funds: $32.3M → $26.8M (-$5.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$6.36M |
| 2 |
Jane Street
New York
|
+$2.93M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.77M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.25M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$7.54M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$4.13M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.86M |
| 4 |
AF
AMG Funds
Stamford,
Connecticut
|
-$1.41M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.32M |
DYLS Hedge Fund Activity: Q4 2018 in Review
30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q4 2018, worth a combined $26.8M — down 17% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DYLS positions and 10 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was McAdam LLC, opening a new position worth an estimated $6.36M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $7.54M sold.
- 30 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q4 2018, up from 28 in Q3 2018.
- Funds reported $26.8M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q4 2018, down 17% quarter-over-quarter.
- 13 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q4 2018 and 10 closed out, a net change of +3 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q4 2018 was McAdam LLC, an estimated $6.36M added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q4 2018 was Arete Wealth Advisors, an estimated $7.54M sold.
Based on aggregated 13F filings for Q4 2018.