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

Insight 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 Q2	–	Sell	-20,985	Closed	-$614K	–	317
2023 Q1	$614K	Sell	20,985 -7,871	-27%	-$218K	0.14%	113
2022 Q4	$719K	Sell	28,856 -14,944	-34%	-$384K	0.25%	102
2022 Q3	$1.1M	Buy	43,800 +1,070	+3%	+$30.7K	0.43%	57
2022 Q2	$1.32M	Sell	42,730 -18	-0%	-$545	0.45%	51
2022 Q1	$1.58M	Buy	42,748 +365	+0.9%	+$13.7K	0.48%	52
2021 Q4	$1.86M	Buy	42,383 +11,375	+37%	+$524K	0.55%	47
2021 Q3	$1.49M	Buy	31,008 +9,116	+42%	+$438K	0.44%	54
2021 Q2	$1.05M	Buy	21,892 +16,505	+306%	+$763K	0.33%	77
2021 Q1	$254K	Buy	+5,387	New	+$246K	0.08%	282

Other funds holding PLAT

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Insight Advisors's PLAT Position: Q2 2023 in Review

Insight Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q2 2023, closing a stake of 20,985 shares — an estimated $614K sold.

Insight Advisors first reported a position in PLAT in Q1 2021 and held it in 9 quarters. The position peaked at $1.86M in Q4 2021. 12 funds tracked by Wall St. Rank hold PLAT as of Q2 2023.

Insight Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q2 2023 after selling out during the quarter.
Insight Advisors sold 20,985 WisdomTree Growth Leaders Fund shares in Q2 2023, an estimated $614K.
Insight Advisors first reported a position in WisdomTree Growth Leaders Fund in Q1 2021 and held it in 9 quarters.
Insight Advisors's WisdomTree Growth Leaders Fund position peaked at $1.86M in Q4 2021.
12 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.