Financial Architects (New Jersey)’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-100	Closed	-$3K	–	1220
2019 Q2	$3K	Buy	+100	New	+$2.52K	﹤0.01%	1072

Other funds holding PLAT

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

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

Financial Architects (New Jersey)'s PLAT Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of WisdomTree Growth Leaders Fund (PLAT) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in PLAT in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 2 funds tracked by Wall St. Rank hold PLAT as of Q3 2019.

Financial Architects (New Jersey) reported no remaining WisdomTree Growth Leaders Fund position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 100 WisdomTree Growth Leaders Fund shares in Q3 2019, an estimated $3K.
Financial Architects (New Jersey) first reported a position in WisdomTree Growth Leaders Fund in Q2 2019 and held it in 1 quarter.
Financial Architects (New Jersey)'s WisdomTree Growth Leaders Fund position peaked at $3K in Q2 2019.
2 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.