Carson Wealth (CWM LLC)’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Carson Wealth (CWM LLC)’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
2021 Q2	$6K	Hold	202	–	–	﹤0.01%	2330
2021 Q1	$6K	Hold	202	–	–	﹤0.01%	2329
2020 Q4	$6K	Hold	202	–	–	﹤0.01%	2328
2020 Q3	$6K	Hold	202	–	–	﹤0.01%	2328
2020 Q2	$6K	Hold	202	–	–	﹤0.01%	2328
2020 Q1	$6K	Hold	202	–	–	﹤0.01%	2328
2019 Q4	$6K	Hold	202	–	–	﹤0.01%	2328
2019 Q3	$6K	Hold	202	–	–	﹤0.01%	2327
2019 Q2	$6K	Hold	202	–	–	﹤0.01%	2327
2019 Q1	$6K	Hold	202	–	–	﹤0.01%	2326
2018 Q4	$5K	Hold	202	–	–	﹤0.01%	1568
2018 Q3	$5K	Buy	+202	New	+$5.16K	﹤0.01%	1369

Other funds holding CYB

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

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

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

FTUS

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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Carson Wealth (CWM LLC)'s CYB Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its WisdomTree Chinese Yuan Strategy Fund (CYB) position steady in Q2 2021 at 202 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Carson Wealth (CWM LLC) first reported a position in CYB in Q3 2018 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold CYB as of Q2 2021.

Carson Wealth (CWM LLC) held 202 shares of WisdomTree Chinese Yuan Strategy Fund worth $6K as of Q2 2021.
Carson Wealth (CWM LLC) left its WisdomTree Chinese Yuan Strategy Fund share count unchanged in Q2 2021.
WisdomTree Chinese Yuan Strategy Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2330 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q3 2018 and has held it in 12 quarters since.
15 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.