Aptus Capital Advisors’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Aptus Capital Advisors’s Portfolio PLAT Stock Details PLAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2	Closed	–	–	752
2022 Q1	$0	Buy	+2	New	+$75	﹤0.01%	737

Other funds holding PLAT

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Aptus Capital Advisors's PLAT Position: Q2 2022 in Review

Aptus Capital Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q2 2022, closing a stake of 2 shares.

Aptus Capital Advisors first reported a position in PLAT in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 8 funds tracked by Wall St. Rank hold PLAT as of Q2 2022.

Aptus Capital Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q2 2022 after selling out during the quarter.
Aptus Capital Advisors sold 2 WisdomTree Growth Leaders Fund shares in Q2 2022.
Aptus Capital Advisors first reported a position in WisdomTree Growth Leaders Fund in Q1 2022 and held it in 1 quarter.
Aptus Capital Advisors's WisdomTree Growth Leaders Fund position peaked at $0 in Q1 2022.
8 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q2 2022.

Based on Aptus Capital Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.