T
PLAT

TRUADVICE’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-49,806
Closed -$2.41M – 301
2021
Q2 		$2.41M Buy
49,806
+11,867
+31% +$549K 0.53% 50
2021
Q1 		$1.81M Buy
37,939
+21,625
+133% +$988K 0.54% 40
2020
Q4 		$716K Buy
+16,314
New +$658K 0.22% 109

Other funds holding PLAT

BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HA
Herold Advisors New York $455M AUM 22.2% 1-Year Est. Return

TRUADVICE's PLAT Position: Q3 2021 in Review

TRUADVICE sold out of WisdomTree Growth Leaders Fund (PLAT) in Q3 2021, closing a stake of 49,806 shares — an estimated $2.41M sold.

TRUADVICE first reported a position in PLAT in Q4 2020 and held it in 3 quarters. The position peaked at $2.41M in Q2 2021. 10 funds tracked by Wall St. Rank hold PLAT as of Q3 2021.

  • TRUADVICE reported no remaining WisdomTree Growth Leaders Fund position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 49,806 WisdomTree Growth Leaders Fund shares in Q3 2021, an estimated $2.41M.
  • TRUADVICE first reported a position in WisdomTree Growth Leaders Fund in Q4 2020 and held it in 3 quarters.
  • TRUADVICE's WisdomTree Growth Leaders Fund position peaked at $2.41M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.