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DYLS

WisdomTree Dynamic Long/Short U.S. Equity Fund

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
McAdam LLC
1
McAdam LLC
Pennsylvania
$7.18M +$924K +32,298 +14%
Ladenburg Thalmann Financial Services
2
Ladenburg Thalmann Financial Services
Florida
$3.48M +$87.9K +3,074 +3%
Bank of America
3
Bank of America
North Carolina
$2.48M -$1.18M -41,216 -31%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.83M +$296K +10,357 +19%
Surevest
5
Surevest
California
$1.56M +$237K +8,273 +17%
Jane Street
6
Jane Street
New York
$1.24M +$577K +20,183 +82%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.18M -$891K -31,140 -42%
Efficient Advisors
8
Efficient Advisors
Ohio
$1.04M +$381K +13,338 +55%
AE Wealth Management
9
AE Wealth Management
Kansas
$900K +$930K +32,516 New
Citadel Advisors
10
Citadel Advisors
Florida
$867K +$329K +11,511 +58%
Centaurus Financial
11
Centaurus Financial
California
$797K +$65.1K +2,276 +9%
Avalon Investment & Advisory
12
Avalon Investment & Advisory
Texas
$733K +$757K +26,464 New
CX Institutional
13
CX Institutional
Indiana
$628K +$332K +11,606 +105%
LPL Financial
14
LPL Financial
California
$462K -$50.2K -1,755 -10%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$382K +$394K +13,767 New
Ancora Advisors
16
Ancora Advisors
Ohio
$303K -$353K -12,353 -53%
Paulson Wealth Management
17
Paulson Wealth Management
Illinois
$300K -$710K -24,815 -70%
CreativeOne Wealth
18
CreativeOne Wealth
Kansas
$269K +$278K +9,706 New
FWM
19
Frontier Wealth Management
Missouri
$268K +$2.34K +82 +0.9%
BB&T Securities
20
BB&T Securities
Virginia
$235K -$74.4K -2,601 -23%
Macroview Investment Management
21
Macroview Investment Management
Maryland
$163K -$139K -4,859 -45%
MKD Wealth Coaches
22
MKD Wealth Coaches
Michigan
$128K -$5.52K -193 -4%
Advisor Group
23
Advisor Group
Arizona
$96K -$41.1K -1,436 -29%
Morgan Stanley
24
Morgan Stanley
New York
$80K +$8.7K +304 +12%
Brinker Capital Investments
25
Brinker Capital Investments
Pennsylvania
$75K -$252K -8,797 -76%