WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
DYLS was delisted on the 27th of May, 2020.
28 hedge funds and large institutions have $14M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 8 closing their positions.
10% less funds holding
Funds holding: 31 → 28 (-3)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
48% less capital invested
Capital invested by funds: $26.8M → $14M (-$12.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$419K |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
+$244K |
| 3 |
Morgan Stanley
New York
|
+$221K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$193K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$6.91M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.88M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.6M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$900K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$797K |
DYLS Hedge Fund Activity: Q3 2019 in Review
28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q3 2019, worth a combined $14M — down 48% from $26.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of DYLS and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 8 added.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $419K. The largest seller was McAdam LLC, cutting an estimated $6.91M.
- 28 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q3 2019, down from 31 in Q2 2019.
- Funds reported $14M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q3 2019, down 48% quarter-over-quarter.
- 5 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q3 2019 and 8 closed out, a net change of -3 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q3 2019 was GeoWealth Management, an estimated $419K added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q3 2019 was McAdam LLC, an estimated $6.91M sold.
Based on aggregated 13F filings for Q3 2019.