HA
PLAT

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

Herold 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
Q2 		– Sell
-165
Closed -$6.12K – 715
2022
Q1 		$6.12K Buy
+165
New +$6.18K ﹤0.01% 657
2021
Q4 		– Sell
-165
Closed -$7K – 691
2021
Q3 		$7K Buy
+165
New +$7.93K ﹤0.01% 638

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Herold Advisors's PLAT Position: Q2 2022 in Review

Herold Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q2 2022, closing a stake of 165 shares — an estimated $6.12K sold.

Herold Advisors first reported a position in PLAT in Q3 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 8 funds tracked by Wall St. Rank hold PLAT as of Q2 2022.

  • Herold Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 165 WisdomTree Growth Leaders Fund shares in Q2 2022, an estimated $6.12K.
  • Herold Advisors first reported a position in WisdomTree Growth Leaders Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's WisdomTree Growth Leaders Fund position peaked at $7K in Q3 2021.
  • 8 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.