UBS Group’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 |
-494
| Closed | -$15.3K | – | 10509 |
|
|
2023
Q3 | $15.3K | Buy |
+494
| New | +$16.1K | ﹤0.01% | 6933 |
|
|
2023
Q2 | – | Sell |
-250
| Closed | -$7.31K | – | 10136 |
|
|
2023
Q1 | $7.31K | Sell |
250
-2,349
| -90% | -$65K | ﹤0.01% | 7819 |
|
|
2022
Q4 | $64.6K | Buy |
+2,599
| New | +$66.8K | ﹤0.01% | 6526 |
|
|
2022
Q2 | – | Sell |
-2,090
| Closed | -$78K | – | 11308 |
|
|
2022
Q1 | $78K | Buy |
2,090
+1,010
| +94% | +$37.8K | ﹤0.01% | 6091 |
|
|
2021
Q4 | $47K | Sell |
1,080
-742
| -41% | -$34.2K | ﹤0.01% | 6974 |
|
|
2021
Q3 | $84K | Buy |
1,822
+1,736
| +2,019% | +$83.5K | ﹤0.01% | 5949 |
|
|
2021
Q2 | $4K | Sell |
86
-421
| -83% | -$19.5K | ﹤0.01% | 8726 |
|
|
2021
Q1 | $23K | Buy |
507
+481
| +1,850% | +$22K | ﹤0.01% | 7256 |
|
|
2020
Q4 | $1K | Sell |
26
-41
| -61% | -$1.66K | ﹤0.01% | 8275 |
|
|
2020
Q3 | $2K | Sell |
67
-1,649
| -96% | -$58.9K | ﹤0.01% | 7712 |
|
|
2020
Q2 | $56K | Buy |
1,716
+440
| +34% | +$12.6K | ﹤0.01% | 5768 |
|
|
2020
Q1 | $30K | Buy |
+1,276
| New | +$34.7K | ﹤0.01% | 6218 |
|
UBS Group's PLAT Position: Q4 2023 in Review
UBS Group sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 494 shares — an estimated $15.3K sold.
UBS Group first reported a position in PLAT in Q1 2020 and held it in 12 quarters. The position peaked at $84K in Q3 2021. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.
- UBS Group reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
- UBS Group sold 494 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $15.3K.
- UBS Group first reported a position in WisdomTree Growth Leaders Fund in Q1 2020 and held it in 12 quarters.
- UBS Group's WisdomTree Growth Leaders Fund position peaked at $84K in Q3 2021.
- 0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.
Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.