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 $5.61M invested in WisdomTree Dynamic Long/Short U.S. Equity Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 9 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
27% less funds holding
Funds holding: 22 → 16 (-6)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
56% less capital invested
Capital invested by funds: $12.7M → $5.61M (-$7.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
+$512K |
| 2 |
Goldman Sachs
New York
|
+$400K |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$377K |
| 4 |
Morgan Stanley
New York
|
+$161K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Surevest
Los Angeles,
California
|
-$1.39M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$512K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$509K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$286K |
| 5 |
CFG
Cooper Financial Group
Irvine,
California
|
-$245K |
DYLS Hedge Fund Activity: Q1 2020 in Review
16 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) for Q1 2020, worth a combined $5.61M — down 56% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DYLS and 4 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Efficient Advisors, adding an estimated $512K. The largest seller was Surevest, exiting entirely with an estimated $1.39M sold.
- 16 institutional investors held WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) as of Q1 2020, down from 22 in Q4 2019.
- Funds reported $5.61M of WisdomTree Dynamic Long/Short U.S. Equity Fund stock for Q1 2020, down 56% quarter-over-quarter.
- 4 funds opened new WisdomTree Dynamic Long/Short U.S. Equity Fund positions in Q1 2020 and 9 closed out, a net change of -5 holders.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund buyer in Q1 2020 was Efficient Advisors, an estimated $512K added.
- The largest WisdomTree Dynamic Long/Short U.S. Equity Fund seller in Q1 2020 was Surevest, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2020.