ADL
PLAT

Asset Dedication LLC’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Asset Dedication LLC’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
2023
Q4 		– Sell
-432
Closed -$13K – 1085
2023
Q3 		$13K Hold
432
– – ﹤0.01% 646
2023
Q2 		$14K Hold
432
– – ﹤0.01% 628
2023
Q1 		$13K Hold
432
– – ﹤0.01% 633
2022
Q4 		$11K Buy
432
+1
+0.2% +$26 ﹤0.01% 653
2022
Q3 		$11K Hold
431
– – ﹤0.01% 624
2022
Q2 		$12K Hold
431
– – ﹤0.01% 334
2022
Q1 		$16K Hold
431
– – ﹤0.01% 598
2021
Q4 		$19K Hold
431
– – ﹤0.01% 552
2021
Q3 		$20K Buy
431
+103
+31% +$4.95K ﹤0.01% 567
2021
Q2 		$16K Hold
328
– – ﹤0.01% 559
2021
Q1 		$15K Hold
328
– – ﹤0.01% 465
2020
Q4 		$14K Hold
328
– – ﹤0.01% 515
2020
Q3 		$12K Hold
328
– – ﹤0.01% 510
2020
Q2 		$11K Buy
+328
New +$9.38K ﹤0.01% 448

Asset Dedication LLC's PLAT Position: Q4 2023 in Review

Asset Dedication LLC sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 432 shares — an estimated $13K sold.

Asset Dedication LLC first reported a position in PLAT in Q2 2020 and held it in 14 quarters. The position peaked at $20K in Q3 2021. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

  • Asset Dedication LLC reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 432 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $13K.
  • Asset Dedication LLC first reported a position in WisdomTree Growth Leaders Fund in Q2 2020 and held it in 14 quarters.
  • Asset Dedication LLC's WisdomTree Growth Leaders Fund position peaked at $20K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Asset Dedication LLC's 13F filing for Q4 2023, filed 8 Feb 2024.