Evanson Asset Management’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Evanson Asset 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
2021 Q4	–	Sell	-7,305	Closed	-$359K	–	296
2021 Q3	$359K	Hold	7,305	–	–	0.04%	207
2021 Q2	$357K	Hold	7,305	–	–	0.04%	210
2021 Q1	$325K	Buy	+7,305	New	+$334K	0.05%	210

Other funds holding PLAT

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

BFM

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

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

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

MWM

Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

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

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Evanson Asset Management's PLAT Position: Q4 2021 in Review

Evanson Asset Management sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2021, closing a stake of 7,305 shares — an estimated $359K sold.

Evanson Asset Management first reported a position in PLAT in Q1 2021 and held it in 3 quarters. The position peaked at $359K in Q3 2021. 12 funds tracked by Wall St. Rank hold PLAT as of Q4 2021.

Evanson Asset Management reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2021 after selling out during the quarter.
Evanson Asset Management sold 7,305 WisdomTree Growth Leaders Fund shares in Q4 2021, an estimated $359K.
Evanson Asset Management first reported a position in WisdomTree Growth Leaders Fund in Q1 2021 and held it in 3 quarters.
Evanson Asset Management's WisdomTree Growth Leaders Fund position peaked at $359K in Q3 2021.
12 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2021.

Based on Evanson Asset Management's 13F filing for Q4 2021, filed 19 Jan 2022.