Telemus Capital’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Telemus Capital’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
2023 Q2	–	Sell	-10,761	Closed	-$273K	–	341
2023 Q1	$273K	Buy	10,761 +380	+4%	+$9.65K	0.02%	278
2022 Q4	$264K	Hold	10,381	–	–	0.02%	287
2022 Q3	$252K	Sell	10,381 -1,000	-9%	-$25.2K	0.03%	274
2022 Q2	$293K	Sell	11,381 -160	-1%	-$4.16K	0.03%	286
2022 Q1	$311K	Hold	11,541	–	–	0.03%	268
2021 Q4	$308K	Buy	11,541 +750	+7%	+$20.8K	0.02%	295
2021 Q3	$302K	Buy	+10,791	New	+$299K	0.03%	279

Other funds holding CYB

FTUS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Telemus Capital's CYB Position: Q2 2023 in Review

Telemus Capital sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2023, closing a stake of 10,761 shares — an estimated $273K sold.

Telemus Capital first reported a position in CYB in Q3 2021 and held it in 7 quarters. The position peaked at $311K in Q1 2022. 10 funds tracked by Wall St. Rank hold CYB as of Q2 2023.

Telemus Capital reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2023 after selling out during the quarter.
Telemus Capital sold 10,761 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2023, an estimated $273K.
Telemus Capital first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q3 2021 and held it in 7 quarters.
Telemus Capital's WisdomTree Chinese Yuan Strategy Fund position peaked at $311K in Q1 2022.
10 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2023.

Based on Telemus Capital's 13F filing for Q2 2023, filed 10 Jul 2023.