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

Other funds holding CYB

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
DI
Disciplined Investments Tulsa, Oklahoma $310M AUM 22.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Envestnet Asset Management's CYB Position: Q1 2022 in Review

Envestnet Asset Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q1 2022, closing a stake of 13,913 shares — an estimated $371K sold.

Envestnet Asset Management first reported a position in CYB in Q2 2013 and held it in 11 quarters. The position peaked at $371K in Q4 2021. 13 funds tracked by Wall St. Rank hold CYB as of Q1 2022.

  • Envestnet Asset Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q1 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 13,913 WisdomTree Chinese Yuan Strategy Fund shares in Q1 2022, an estimated $371K.
  • Envestnet Asset Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q2 2013 and held it in 11 quarters.
  • Envestnet Asset Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $371K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.