AWM
PLAT

Avior Wealth Management’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-332
Closed -$10.7K – 1691
2023
Q2 		$10.7K Sell
332
-40
-11% -$1.21K ﹤0.01% 1017
2023
Q1 		$10.9K Buy
+372
New +$10.3K ﹤0.01% 1039

Other funds holding PLAT

HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's PLAT Position: Q3 2023 in Review

Avior Wealth Management sold out of WisdomTree Growth Leaders Fund (PLAT) in Q3 2023, closing a stake of 332 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in PLAT in Q1 2023 and held it in 2 quarters. The position peaked at $10.9K in Q1 2023. 13 funds tracked by Wall St. Rank hold PLAT as of Q3 2023.

  • Avior Wealth Management reported no remaining WisdomTree Growth Leaders Fund position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 332 WisdomTree Growth Leaders Fund shares in Q3 2023, an estimated $10.7K.
  • Avior Wealth Management first reported a position in WisdomTree Growth Leaders Fund in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's WisdomTree Growth Leaders Fund position peaked at $10.9K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.