CA
PLAT

Cetera Advisors’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Cetera 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
Q4 		– Sell
-13,930
Closed -$350K – 1686
2022
Q3 		$350K Buy
+13,930
New +$400K 0.01% 921
2022
Q1 		– Sell
-5,505
Closed -$242K – 1550
2021
Q4 		$242K Buy
+5,505
New +$253K ﹤0.01% 1222

Other funds holding PLAT

BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Cetera Advisors's PLAT Position: Q4 2022 in Review

Cetera Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2022, closing a stake of 13,930 shares — an estimated $350K sold.

Cetera Advisors first reported a position in PLAT in Q4 2021 and held it in 2 quarters. The position peaked at $350K in Q3 2022. 12 funds tracked by Wall St. Rank hold PLAT as of Q4 2022.

  • Cetera Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2022 after selling out during the quarter.
  • Cetera Advisors sold 13,930 WisdomTree Growth Leaders Fund shares in Q4 2022, an estimated $350K.
  • Cetera Advisors first reported a position in WisdomTree Growth Leaders Fund in Q4 2021 and held it in 2 quarters.
  • Cetera Advisors's WisdomTree Growth Leaders Fund position peaked at $350K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2022.

Based on Cetera Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.