Ten Capital Wealth Advisors’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Ten Capital Wealth 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
2022 Q1	–	Sell	-1,180	Closed	-$52K	–	573
2021 Q4	$52K	Hold	1,180	–	–	0.02%	132
2021 Q3	$54K	Hold	1,180	–	–	0.03%	127
2021 Q2	$58K	Hold	1,180	–	–	0.01%	176
2021 Q1	$52K	Buy	+1,180	New	+$53.9K	0.01%	171

Other funds holding PLAT

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

MWM

Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

ADL

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

Ten Capital Wealth Advisors's PLAT Position: Q1 2022 in Review

Ten Capital Wealth Advisors sold out of WisdomTree Growth Leaders Fund (PLAT) in Q1 2022, closing a stake of 1,180 shares — an estimated $52K sold.

Ten Capital Wealth Advisors first reported a position in PLAT in Q1 2021 and held it in 4 quarters. The position peaked at $58K in Q2 2021. 12 funds tracked by Wall St. Rank hold PLAT as of Q1 2022.

Ten Capital Wealth Advisors reported no remaining WisdomTree Growth Leaders Fund position as of Q1 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,180 WisdomTree Growth Leaders Fund shares in Q1 2022, an estimated $52K.
Ten Capital Wealth Advisors first reported a position in WisdomTree Growth Leaders Fund in Q1 2021 and held it in 4 quarters.
Ten Capital Wealth Advisors's WisdomTree Growth Leaders Fund position peaked at $58K in Q2 2021.
12 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q1 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.