Advisor Group’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Advisor Group’s Portfolio CYB Stock Details CYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$15K	Hold	609	–	–	﹤0.01%	4128
2019 Q3	$15K	Hold	609	–	–	﹤0.01%	4149
2019 Q2	$15K	Hold	609	–	–	﹤0.01%	4169
2019 Q1	$15K	Hold	609	–	–	﹤0.01%	4169
2018 Q4	$15K	Buy	609 +553	+988%	+$14K	﹤0.01%	4008
2018 Q3	$1K	Buy	+56	New	+$1.43K	﹤0.01%	5068

Other funds holding CYB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Advisor Group's CYB Position: Q4 2019 in Review

Advisor Group held its WisdomTree Chinese Yuan Strategy Fund (CYB) position steady in Q4 2019 at 609 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4128.

Advisor Group first reported a position in CYB in Q3 2018 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold CYB as of Q4 2019.

Advisor Group held 609 shares of WisdomTree Chinese Yuan Strategy Fund worth $15K as of Q4 2019.
Advisor Group left its WisdomTree Chinese Yuan Strategy Fund share count unchanged in Q4 2019.
WisdomTree Chinese Yuan Strategy Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4128 holding.
Advisor Group first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q3 2018 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.