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	-1,643	Closed	-$44K	–	4386
2022 Q2	$44K	Hold	1,643	–	–	﹤0.01%	2854
2022 Q1	$61K	Buy	1,643 +511	+45%	+$19.1K	﹤0.01%	2655
2021 Q4	$50K	Hold	1,132	–	–	﹤0.01%	2678
2021 Q3	$52K	Sell	1,132 -566	-33%	-$27.2K	﹤0.01%	2556
2021 Q2	$83K	Sell	1,698 -2,154	-56%	-$99.6K	﹤0.01%	2172
2021 Q1	$171K	Buy	+3,852	New	+$176K	﹤0.01%	1581

Other funds holding PLAT

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

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

BFM

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

ADL

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

CAPTRUST Financial Advisors's PLAT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q3 2022, closing a stake of 1,643 shares — an estimated $44K sold.

CAPTRUST Financial Advisors first reported a position in PLAT in Q1 2021 and held it in 6 quarters. The position peaked at $171K in Q1 2021. 10 funds tracked by Wall St. Rank hold PLAT as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 1,643 WisdomTree Growth Leaders Fund shares in Q3 2022, an estimated $44K.
CAPTRUST Financial Advisors first reported a position in WisdomTree Growth Leaders Fund in Q1 2021 and held it in 6 quarters.
CAPTRUST Financial Advisors's WisdomTree Growth Leaders Fund position peaked at $171K in Q1 2021.
10 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.