Certified Advisory Corp’s WisdomTree ICBCCS S&P China 500 Fund WCHN Stock Holding History

Certified Advisory Corp’s Portfolio WCHN Stock Details WCHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1	Closed	–	–	790
2018 Q4	$0	Sell	1 -304	-100%	-$7.4K	﹤0.01%	807
2018 Q3	$8K	Buy	305 +4	+1%	+$108	﹤0.01%	610
2018 Q2	$9K	Buy	301 +1	+0.3%	+$31	0.01%	564
2018 Q1	$9K	Buy	+300	New	+$9.85K	0.01%	531

Other funds holding WCHN

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

LTFS

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

Certified Advisory Corp's WCHN Position: Q1 2019 in Review

Certified Advisory Corp sold out of WisdomTree ICBCCS S&P China 500 Fund (WCHN) in Q1 2019, closing a stake of 1 share.

Certified Advisory Corp first reported a position in WCHN in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 3 funds tracked by Wall St. Rank hold WCHN as of Q1 2019.

Certified Advisory Corp reported no remaining WisdomTree ICBCCS S&P China 500 Fund position as of Q1 2019 after selling out during the quarter.
Certified Advisory Corp sold 1 WisdomTree ICBCCS S&P China 500 Fund share in Q1 2019.
Certified Advisory Corp first reported a position in WisdomTree ICBCCS S&P China 500 Fund in Q1 2018 and held it in 4 quarters.
Certified Advisory Corp's WisdomTree ICBCCS S&P China 500 Fund position peaked at $9K in Q2 2018.
3 funds tracked by Wall St. Rank held WisdomTree ICBCCS S&P China 500 Fund as of Q1 2019.

Based on Certified Advisory Corp's 13F filing for Q1 2019, filed 7 May 2019.