DYLS

WisdomTree Dynamic Long/Short U.S. Equity Fund

Delisted

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.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ML
1
McAdam LLC
Pennsylvania
$5.68M 195,944 +195,944 New
Jane Street
2
Jane Street
New York
$3.85M 132,820 +90,267 +212%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.26M 112,705 -57,380 -34%
Bank of America
4
Bank of America
North Carolina
$2.97M 102,503 +69,369 +209%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.47M 85,258 +85,258 New
BFG
6
Barber Financial Group
Kansas
$1.48M 51,166 +51,166 New
S
7
Surevest
California
$1.37M 47,345 +47,345 New
AA
8
Ancora Advisors
Ohio
$1.24M 42,921 -8,352 -16%
BTS
9
BB&T Securities
Virginia
$982K 33,905 +18,823 +125%
LPL Financial
10
LPL Financial
California
$685K 23,628 -33,170 -58%
BCI
11
Brinker Capital Investments
Pennsylvania
$454K 15,660 +7,876 +101%
UBS Group
12
UBS Group
Switzerland
$419K 14,453 +14,453 New
PWM
13
Paulson Wealth Management
Illinois
$371K 12,902 +12,902 New
FWM
14
Frontier Wealth Management
Missouri
$360K 12,414 +2,168 +21%
AG
15
Advisor Group
Arizona
$324K 11,183 -40,792 -78%
EA
16
Efficient Advisors
Ohio
$308K 10,621 +10,621 New
MIM
17
Macroview Investment Management
Maryland
$131K 4,513 +4,513 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$97K 3,337 +1,666 +100%
MWC
19
MKD Wealth Coaches
Michigan
$92K 3,167 +3,167 New
CI
20
CX Institutional
Indiana
$82K 2,815 -2,604 -48%
Morgan Stanley
21
Morgan Stanley
New York
$63K 2,185 +2,010 +1,149%
IA
22
IFP Advisors
Florida
$59K 2,021 -3,977 -66%
CFD
23
Creative Financial Designs
Indiana
$29K 1,015
AWM
24
AllSquare Wealth Management
New York
$16K 556
FHA
25
Flagship Harbor Advisors
Massachusetts
$11K 400 -3,464 -90%