IFP Advisors’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

IFP Advisors’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
2019 Q1	–	Sell	-600	Closed	-$15K	–	3971
2018 Q4	$15K	Hold	600	–	–	﹤0.01%	2317
2018 Q3	$15K	Hold	600	–	–	﹤0.01%	2642
2018 Q2	$16K	Hold	600	–	–	﹤0.01%	2629
2018 Q1	$16K	Hold	600	–	–	﹤0.01%	2546
2017 Q4	$16K	Hold	600	–	–	﹤0.01%	2582
2017 Q3	$15K	Hold	600	–	–	﹤0.01%	2812
2017 Q2	$15K	Hold	600	–	–	﹤0.01%	2780
2017 Q1	$15K	Hold	600	–	–	﹤0.01%	2699
2016 Q4	$14K	Hold	600	–	–	﹤0.01%	2728
2016 Q3	$15K	Hold	600	–	–	﹤0.01%	2616
2016 Q2	$15K	Buy	+600	New	+$14.9K	﹤0.01%	2564
2016 Q1	–	Sell	-600	Closed	-$15K	–	4413
2015 Q4	$15K	Buy	+600	New	+$14.9K	﹤0.01%	2363

Other funds holding CYB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

CFS

Ceros Financial Services Rockville, Maryland $316M AUM

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

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

IFP Advisors's CYB Position: Q1 2019 in Review

IFP Advisors sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q1 2019, closing a stake of 600 shares — an estimated $15K sold.

IFP Advisors first reported a position in CYB in Q4 2015 and held it in 12 quarters. The position peaked at $16K in Q2 2018. 17 funds tracked by Wall St. Rank hold CYB as of Q1 2019.

IFP Advisors reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 600 WisdomTree Chinese Yuan Strategy Fund shares in Q1 2019, an estimated $15K.
IFP Advisors first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q4 2015 and held it in 12 quarters.
IFP Advisors's WisdomTree Chinese Yuan Strategy Fund position peaked at $16K in Q2 2018.
17 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.