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

WFG 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
2017 Q2	$16K	Hold	650	–	–	﹤0.01%	1019
2017 Q1	$16K	Hold	650	–	–	﹤0.01%	954
2016 Q4	$15K	Hold	650	–	–	﹤0.01%	1015
2016 Q3	$16K	Hold	650	–	–	﹤0.01%	1010
2016 Q2	$16K	Hold	650	–	–	﹤0.01%	976
2016 Q1	$16K	Sell	650 -514	-44%	-$12.6K	﹤0.01%	941
2015 Q4	$28K	Buy	1,164 +650	+126%	+$16.1K	0.01%	818
2015 Q3	$13K	Hold	514	–	–	﹤0.01%	1035
2015 Q2	$13K	Buy	+514	New	+$13.2K	﹤0.01%	1119
2014 Q4	–	Sell	-18	Closed	–	–	2370
2014 Q3	$0	Hold	18	–	–	﹤0.01%	2238
2014 Q2	$0	Sell	18 -2,197	-99%	-$54.9K	﹤0.01%	2175
2014 Q1	$55K	Buy	2,215 +18	+0.8%	+$457	0.01%	880
2013 Q4	$56K	Sell	2,197 -80	-4%	-$2.11K	0.01%	959
2013 Q3	$60K	Buy	2,277 +436	+24%	+$11.4K	0.01%	861
2013 Q2	$48K	Buy	+1,841	New	+$47.8K	0.01%	898

Other funds holding CYB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

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

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

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

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

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

SQA

Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return

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

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

WFG Advisors's CYB Position: Q2 2017 in Review

WFG Advisors held its WisdomTree Chinese Yuan Strategy Fund (CYB) position steady in Q2 2017 at 650 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

WFG Advisors first reported a position in CYB in Q2 2013 and has held it in 15 quarters since. The position peaked at $60K in Q3 2013. 16 funds tracked by Wall St. Rank hold CYB as of Q2 2017.

WFG Advisors held 650 shares of WisdomTree Chinese Yuan Strategy Fund worth $16K as of Q2 2017.
WFG Advisors left its WisdomTree Chinese Yuan Strategy Fund share count unchanged in Q2 2017.
WisdomTree Chinese Yuan Strategy Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1019 holding.
WFG Advisors first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q2 2013 and has held it in 15 quarters since.
WFG Advisors's WisdomTree Chinese Yuan Strategy Fund position peaked at $60K in Q3 2013.
16 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.