Osaic Holdings’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Osaic Holdings’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 Q4	–	Sell	-220	Closed	-$6.83K	–	7607
2023 Q3	$6.83K	Sell	220 -200	-48%	-$6.53K	﹤0.01%	6121
2023 Q2	$13.5K	Sell	420 -615	-59%	-$18.5K	﹤0.01%	5807
2023 Q1	$30.3K	Sell	1,035 -470	-31%	-$13K	﹤0.01%	5314
2022 Q4	$37K	Sell	1,505 -460	-23%	-$11.8K	﹤0.01%	5160
2022 Q3	$49K	Buy	+1,965	New	+$56.4K	﹤0.01%	4926
2022 Q1	–	Sell	-346	Closed	-$15K	–	7653
2021 Q4	$15K	Buy	346 +87	+34%	+$4.01K	﹤0.01%	6018
2021 Q3	$12K	Buy	+259	New	+$12.5K	﹤0.01%	6113

Osaic Holdings's PLAT Position: Q4 2023 in Review

Osaic Holdings sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 220 shares — an estimated $6.83K sold.

Osaic Holdings first reported a position in PLAT in Q3 2021 and held it in 7 quarters. The position peaked at $49K in Q3 2022. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

Osaic Holdings reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
Osaic Holdings sold 220 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $6.83K.
Osaic Holdings first reported a position in WisdomTree Growth Leaders Fund in Q3 2021 and held it in 7 quarters.
Osaic Holdings's WisdomTree Growth Leaders Fund position peaked at $49K in Q3 2022.
0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Osaic Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.