American Portfolios Advisors’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

American Portfolios Advisors’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
2022 Q3	$162K	Sell	6,654 -7,272	-52%	-$184K	0.01%	1109
2022 Q2	$358K	Buy	13,926 +3,533	+34%	+$91.8K	0.01%	806
2022 Q1	$280K	Sell	10,393 -11,982	-54%	-$322K	0.01%	1009
2021 Q4	$597K	Sell	22,375 -8,516	-28%	-$236K	0.02%	662
2021 Q3	$863K	Sell	30,891 -2,137	-6%	-$59.3K	0.03%	510
2021 Q2	$918K	Sell	33,028 -1,254	-4%	-$34.7K	0.04%	483
2021 Q1	$927K	Buy	34,282 +7,322	+27%	+$201K	0.04%	426
2020 Q4	$736K	Buy	+26,960	New	+$727K	0.04%	437
2018 Q3	–	Sell	-400	Closed	-$10.4K	–	2538
2018 Q2	$10.4K	Hold	400	–	–	﹤0.01%	1707
2018 Q1	$10.9K	Hold	400	–	–	﹤0.01%	1605
2017 Q4	$10.4K	Buy	+400	New	+$10.2K	﹤0.01%	1549

Other funds holding CYB

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Disciplined Investments Tulsa, Oklahoma $310M AUM 22.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

American Portfolios Advisors's CYB Position: Q3 2022 in Review

American Portfolios Advisors reduced its WisdomTree Chinese Yuan Strategy Fund (CYB) stake by 52% in Q3 2022, selling an estimated $184K and leaving 6,654 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #1109.

American Portfolios Advisors first reported a position in CYB in Q4 2017 and has held it in 11 quarters since. The position peaked at $927K in Q1 2021. 12 funds tracked by Wall St. Rank hold CYB as of Q3 2022.

American Portfolios Advisors held 6,654 shares of WisdomTree Chinese Yuan Strategy Fund worth $162K as of Q3 2022.
American Portfolios Advisors sold 7,272 WisdomTree Chinese Yuan Strategy Fund shares in Q3 2022, an estimated $184K.
WisdomTree Chinese Yuan Strategy Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1109 holding.
American Portfolios Advisors first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q4 2017 and has held it in 11 quarters since.
American Portfolios Advisors's WisdomTree Chinese Yuan Strategy Fund position peaked at $927K in Q1 2021.
12 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.