BAM
CYB

Belpointe Asset Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Belpointe Asset Management’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
-315
Closed -$7.99K – 3715
2023
Q1 		$7.99K Hold
315
– – ﹤0.01% 2824
2022
Q4 		$7.88K Buy
+315
New +$7.73K ﹤0.01% 2736

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

Belpointe Asset Management's CYB Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2023, closing a stake of 315 shares — an estimated $7.99K sold.

Belpointe Asset Management first reported a position in CYB in Q4 2022 and held it in 2 quarters. The position peaked at $7.99K in Q1 2023. 10 funds tracked by Wall St. Rank hold CYB as of Q2 2023.

  • Belpointe Asset Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 315 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2023, an estimated $7.99K.
  • Belpointe Asset Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $7.99K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.