IA
PLAT

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

IFP 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
Q1 		– Sell
-3,883
Closed -$94K – 4576
2022
Q4 		$94K Buy
3,883
+37
+1% +$951 ﹤0.01% 1782
2022
Q3 		$94K Buy
3,846
+420
+12% +$12.1K ﹤0.01% 1895
2022
Q2 		$84K Hold
3,426
– – ﹤0.01% 1810
2022
Q1 		$84K Buy
+3,426
New +$128K ﹤0.01% 1810

Other funds holding PLAT

HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's PLAT Position: Q1 2023 in Review

IFP Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q1 2023, closing a stake of 3,883 shares — an estimated $94K sold.

IFP Advisors first reported a position in PLAT in Q1 2022 and held it in 4 quarters. The position peaked at $94K in Q4 2022. 11 funds tracked by Wall St. Rank hold PLAT as of Q1 2023.

  • IFP Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 3,883 WisdomTree Growth Leaders Fund shares in Q1 2023, an estimated $94K.
  • IFP Advisors first reported a position in WisdomTree Growth Leaders Fund in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's WisdomTree Growth Leaders Fund position peaked at $94K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.