ACA
CYB

Aptus Capital Advisors’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Aptus Capital 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
2023
Q2 		– Sell
-985
Closed -$25K – 872
2023
Q1 		$25K Buy
+985
New +$25K ﹤0.01% 617

Other funds holding CYB

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Aptus Capital Advisors's CYB Position: Q2 2023 in Review

Aptus Capital Advisors sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2023, closing a stake of 985 shares — an estimated $25K sold.

Aptus Capital Advisors first reported a position in CYB in Q1 2023 and held it in 1 quarter. The position peaked at $25K in Q1 2023. 10 funds tracked by Wall St. Rank hold CYB as of Q2 2023.

  • Aptus Capital Advisors reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 985 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2023, an estimated $25K.
  • Aptus Capital Advisors first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2023 and held it in 1 quarter.
  • Aptus Capital Advisors's WisdomTree Chinese Yuan Strategy Fund position peaked at $25K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2023.

Based on Aptus Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.