Team Financial Group’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Team Financial Group’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	-115	Closed	-$3.58K	–	237
2023 Q3	$3.58K	Buy	+115	New	+$3.75K	﹤0.01%	154

Team Financial Group's PLAT Position: Q4 2023 in Review

Team Financial Group sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 115 shares — an estimated $3.58K sold.

Team Financial Group first reported a position in PLAT in Q3 2023 and held it in 1 quarter. The position peaked at $3.58K in Q3 2023. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

Team Financial Group reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
Team Financial Group sold 115 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $3.58K.
Team Financial Group first reported a position in WisdomTree Growth Leaders Fund in Q3 2023 and held it in 1 quarter.
Team Financial Group's WisdomTree Growth Leaders Fund position peaked at $3.58K in Q3 2023.
0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Team Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.