Morgan Stanley’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-810
Closed -$25.1K 8034
2023
Q3
$25.1K Hold
810
﹤0.01% 6418
2023
Q2
$26.1K Hold
810
﹤0.01% 6472
2023
Q1
$23.7K Buy
+810
New +$22.4K ﹤0.01% 6565

Morgan Stanley's PLAT Position: Q4 2023 in Review

Morgan Stanley sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 810 shares — an estimated $25.1K sold.

Morgan Stanley first reported a position in PLAT in Q1 2023 and held it in 3 quarters. The position peaked at $26.1K in Q2 2023. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

  • Morgan Stanley reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 810 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $25.1K.
  • Morgan Stanley first reported a position in WisdomTree Growth Leaders Fund in Q1 2023 and held it in 3 quarters.
  • Morgan Stanley's WisdomTree Growth Leaders Fund position peaked at $26.1K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.