DI
CYB

Disciplined Investments’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Disciplined Investments’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
Q4 		– Sell
-1,580
Closed -$38K – 1720
2022
Q3 		$38K Hold
1,580
– – 0.02% 248
2022
Q2 		$41K Hold
1,580
– – 0.02% 239
2022
Q1 		$43K Buy
+1,580
New +$42.5K 0.02% 247

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Disciplined Investments's CYB Position: Q4 2022 in Review

Disciplined Investments sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q4 2022, closing a stake of 1,580 shares — an estimated $38K sold.

Disciplined Investments first reported a position in CYB in Q1 2022 and held it in 3 quarters. The position peaked at $43K in Q1 2022. 14 funds tracked by Wall St. Rank hold CYB as of Q4 2022.

  • Disciplined Investments reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 1,580 WisdomTree Chinese Yuan Strategy Fund shares in Q4 2022, an estimated $38K.
  • Disciplined Investments first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's WisdomTree Chinese Yuan Strategy Fund position peaked at $43K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.