DYLS

WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS

Overview Fund Activity
Delisted

DYLS was delisted on the 27th of May, 2020.

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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.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$544K
2
GM
2
GeoWealth Management
Illinois
$424K
3
EA
3
Efficient Advisors
Ohio
$1.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$305K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$212K
2
Bank of America
2
Bank of America
North Carolina
$592K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$224K
4
AWM
4
AE Wealth Management
Kansas
$0
5
CF
5
Centaurus Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$3.6M 130,778 +5,026 +4%
S
2
Surevest
California
$1.6M 57,662 +1,175 +2%
EA
3
Efficient Advisors
Ohio
$1.29M 46,507 +8,883 +24%
Citadel Advisors
4
Citadel Advisors
Florida
$1.07M 38,365 +7,039 +22%
Jane Street
5
Jane Street
New York
$1.05M 37,619 -7,155 -16%
CI
6
CX Institutional
Indiana
$660K 23,765 +1,066 +5%
Bank of America
7
Bank of America
North Carolina
$592K 21,278 -68,464 -76%
PCS
8
Personal CFO Solutions
New Jersey
$544K 19,586 +19,586 New
AIA
9
Avalon Investment & Advisory
Texas
$446K 16,059 -10,405 -39%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$433K 15,572 -26,901 -63%
GM
11
GeoWealth Management
Illinois
$424K 15,260 +15,260 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$369K 13,767 – –
CW
13
CreativeOne Wealth
Kansas
$326K 11,732 +2,026 +21%
Morgan Stanley
14
Morgan Stanley
New York
$305K 10,961 +8,054 +277%
AA
15
Ancora Advisors
Ohio
$282K 10,152 -800 -7%
LPL Financial
16
LPL Financial
California
$265K 9,519 -7,179 -43%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$224K 8,071 -58,197 -88%
ML
18
McAdam LLC
Pennsylvania
$212K 7,637 -251,641 -97%
FAAS
19
First Allied Advisory Services
California
$84K 3,000 +3,000 New
SFS
20
Sowell Financial Services
Arkansas
$75K 2,716 +2,716 New
UBS Group
21
UBS Group
Switzerland
$74K 2,680 +395 +17%
BCI
22
Brinker Capital Investments
Pennsylvania
$68K 2,440 -287 -11%
CFD
23
Creative Financial Designs
Indiana
$28K 1,045 -445 -30%
AG
24
Advisor Group
Arizona
$12K 444 -3,026 -87%
NFG
25
Next Financial Group
Texas
$7K 266 – –
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