Truepoint Inc’s WisdomTree ICBCCS S&P China 500 Fund WCHN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,696
Closed -$281K 50
2020
Q1
$281K Hold
10,696
0.03% 46
2019
Q4
$315K Hold
10,696
0.02% 91
2019
Q3
$279K Hold
10,696
0.02% 93
2019
Q2
$299K Buy
+10,696
New +$301K 0.02% 100

Truepoint Inc's WCHN Position: Q2 2020 in Review

Truepoint Inc sold out of WisdomTree ICBCCS S&P China 500 Fund (WCHN) in Q2 2020, closing a stake of 10,696 shares — an estimated $281K sold.

Truepoint Inc first reported a position in WCHN in Q2 2019 and held it in 4 quarters. The position peaked at $315K in Q4 2019. 0 funds tracked by Wall St. Rank hold WCHN as of Q2 2020.

  • Truepoint Inc reported no remaining WisdomTree ICBCCS S&P China 500 Fund position as of Q2 2020 after selling out during the quarter.
  • Truepoint Inc sold 10,696 WisdomTree ICBCCS S&P China 500 Fund shares in Q2 2020, an estimated $281K.
  • Truepoint Inc first reported a position in WisdomTree ICBCCS S&P China 500 Fund in Q2 2019 and held it in 4 quarters.
  • Truepoint Inc's WisdomTree ICBCCS S&P China 500 Fund position peaked at $315K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held WisdomTree ICBCCS S&P China 500 Fund as of Q2 2020.

Based on Truepoint Inc's 13F filing for Q2 2020, filed 7 Aug 2020.