Envestnet Asset Management
CYB

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

Envestnet 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
2022
Q1 		– Sell
-13,913
Closed -$371K – 4129
2021
Q4 		$371K Buy
+13,913
New +$386K ﹤0.01% 3276
2015
Q4 		– Sell
-5,113
Closed -$127K – 3167
2015
Q3 		$127K Sell
5,113
-6,933
-58% -$174K ﹤0.01% 2239
2015
Q2 		$310K Sell
12,046
-81
-0.7% -$2.08K ﹤0.01% 1933
2015
Q1 		$308K Buy
12,127
+3,240
+36% +$81.7K ﹤0.01% 1773
2014
Q4 		$223K Sell
8,887
-565
-6% -$14.4K ﹤0.01% 972
2014
Q3 		$239K Buy
9,452
+2,968
+46% +$75K ﹤0.01% 1025
2014
Q2 		$163K Sell
6,484
-836
-11% -$20.9K ﹤0.01% 1061
2014
Q1 		$183K Buy
7,320
+570
+8% +$14.5K ﹤0.01% 926
2013
Q4 		$172K Sell
6,750
-581
-8% -$15.3K ﹤0.01% 859
2013
Q3 		$193K Sell
7,331
-1,352
-16% -$35.3K ﹤0.01% 806
2013
Q2 		$225K Buy
+8,683
New +$225K ﹤0.01% 779

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