Boston Financial Management’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Boston Financial 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 Q1	–	Sell	-37,539	Closed	-$933K	–	330
2022 Q4	$933K	Sell	37,539 -420	-1%	-$10.8K	0.04%	181
2022 Q3	$953K	Sell	37,959 -45,229	-54%	-$1.3M	0.04%	169
2022 Q2	$2.23M	Buy	83,188 +13,821	+20%	+$419K	0.1%	114
2022 Q1	$2.57M	Buy	69,367 +28,954	+72%	+$1.08M	0.1%	114
2021 Q4	$1.77M	Buy	40,413 +4,605	+13%	+$212K	0.06%	119
2021 Q3	$1.65M	Buy	+35,808	New	+$1.72M	0.07%	116

Other funds holding PLAT

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

ADL

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Boston Financial Management's PLAT Position: Q1 2023 in Review

Boston Financial Management sold out of WisdomTree Growth Leaders Fund (PLAT) in Q1 2023, closing a stake of 37,539 shares — an estimated $933K sold.

Boston Financial Management first reported a position in PLAT in Q3 2021 and held it in 6 quarters. The position peaked at $2.57M in Q1 2022. 11 funds tracked by Wall St. Rank hold PLAT as of Q1 2023.

Boston Financial Management reported no remaining WisdomTree Growth Leaders Fund position as of Q1 2023 after selling out during the quarter.
Boston Financial Management sold 37,539 WisdomTree Growth Leaders Fund shares in Q1 2023, an estimated $933K.
Boston Financial Management first reported a position in WisdomTree Growth Leaders Fund in Q3 2021 and held it in 6 quarters.
Boston Financial Management's WisdomTree Growth Leaders Fund position peaked at $2.57M in Q1 2022.
11 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q1 2023.

Based on Boston Financial Management's 13F filing for Q1 2023, filed 12 May 2023.