CAPTRUST Financial Advisors
PLAT

CAPTRUST Financial Advisors’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

CAPTRUST Financial 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
Q3 		– Sell
2022
Q2 		$44K Hold
2022
Q1 		$61K Buy
2021
Q4 		$50K Hold
2021
Q3 		$52K Sell
2021
Q2 		$83K Sell
2021
Q1 		$171K Buy