HHGA
PLAT

Halbert Hargrove Global Advisors’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Halbert Hargrove Global 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
2023
Q3 		– Sell
-6,753
Closed -$218K – 102
2023
Q2 		$218K Buy
+6,753
New +$203K 0.02% 86

Other funds holding PLAT

HI
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Jane Street
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halbert Hargrove Global Advisors's PLAT Position: Q3 2023 in Review

Halbert Hargrove Global Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q3 2023, closing a stake of 6,753 shares — an estimated $218K sold.

Halbert Hargrove Global Advisors first reported a position in PLAT in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 13 funds tracked by Wall St. Rank hold PLAT as of Q3 2023.

  • Halbert Hargrove Global Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q3 2023 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 6,753 WisdomTree Growth Leaders Fund shares in Q3 2023, an estimated $218K.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree Growth Leaders Fund in Q2 2023 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's WisdomTree Growth Leaders Fund position peaked at $218K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q3 2023.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.