Whittier Trust’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Whittier Trust’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
2020 Q2	–	Sell	-1,950	Closed	-$48K	–	1576
2020 Q1	$48K	Hold	1,950	–	–	﹤0.01%	823
2019 Q4	$49K	Hold	1,950	–	–	﹤0.01%	858
2019 Q3	$48K	Hold	1,950	–	–	﹤0.01%	843
2019 Q2	$50K	Hold	1,950	–	–	﹤0.01%	804
2019 Q1	$51K	Hold	1,950	–	–	﹤0.01%	789
2018 Q4	$49K	Hold	1,950	–	–	﹤0.01%	780
2018 Q3	$50K	Hold	1,950	–	–	﹤0.01%	771
2018 Q2	$51K	Hold	1,950	–	–	﹤0.01%	749
2018 Q1	$53K	Hold	1,950	–	–	﹤0.01%	763
2017 Q4	$51K	Hold	1,950	–	–	﹤0.01%	749
2017 Q3	$50K	Buy	+1,950	New	+$49.2K	﹤0.01%	749

Other funds holding CYB

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

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

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

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

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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Whittier Trust's CYB Position: Q2 2020 in Review

Whittier Trust sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2020, closing a stake of 1,950 shares — an estimated $48K sold.

Whittier Trust first reported a position in CYB in Q3 2017 and held it in 11 quarters. The position peaked at $53K in Q1 2018. 10 funds tracked by Wall St. Rank hold CYB as of Q2 2020.

Whittier Trust reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2020 after selling out during the quarter.
Whittier Trust sold 1,950 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2020, an estimated $48K.
Whittier Trust first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q3 2017 and held it in 11 quarters.
Whittier Trust's WisdomTree Chinese Yuan Strategy Fund position peaked at $53K in Q1 2018.
10 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2020.

Based on Whittier Trust's 13F filing for Q2 2020, filed 10 Jul 2020.