Creative Financial Designs’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-161	Closed	-$5K	–	1652
2023 Q3	$5K	Sell	161 -410	-72%	-$13.4K	﹤0.01%	1190
2023 Q2	$18.4K	Buy	+571	New	+$17.2K	﹤0.01%	871

Creative Financial Designs's PLAT Position: Q4 2023 in Review

Creative Financial Designs sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 161 shares — an estimated $5K sold.

Creative Financial Designs first reported a position in PLAT in Q2 2023 and held it in 2 quarters. The position peaked at $18.4K in Q2 2023. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

Creative Financial Designs reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 161 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $5K.
Creative Financial Designs first reported a position in WisdomTree Growth Leaders Fund in Q2 2023 and held it in 2 quarters.
Creative Financial Designs's WisdomTree Growth Leaders Fund position peaked at $18.4K in Q2 2023.
0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.