MCC
PLAT

Money Concepts Capital’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Money Concepts Capital’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
-865
Closed -$21.5K – 3150
2022
Q4 		$21.5K Buy
+865
New +$22.2K ﹤0.01% 1638
2022
Q2 		– Sell
-865
Closed -$32K – 2751
2022
Q1 		$32K Buy
+865
New +$32.4K ﹤0.01% 1414

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

Money Concepts Capital's PLAT Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree Growth Leaders Fund (PLAT) in Q1 2023, closing a stake of 865 shares — an estimated $21.5K sold.

Money Concepts Capital first reported a position in PLAT in Q1 2022 and held it in 2 quarters. The position peaked at $32K in Q1 2022. 11 funds tracked by Wall St. Rank hold PLAT as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree Growth Leaders Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 865 WisdomTree Growth Leaders Fund shares in Q1 2023, an estimated $21.5K.
  • Money Concepts Capital first reported a position in WisdomTree Growth Leaders Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's WisdomTree Growth Leaders Fund position peaked at $32K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.