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PLAT

WisdomTree Growth Leaders Fund

Delisted

PLAT was delisted on the 20th of October, 2023.

7 hedge funds and large institutions have $2.9M invested in WisdomTree Growth Leaders Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more capital invested

Capital invested by funds: $1.31M → $2.9M (+$1.58M)

75% more funds holding

Funds holding: 47 (+3)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.76M +$247K +6,120 +18%
T
2
TRUADVICE
Florida
$716K +$658K +16,314 New
Jane Street
3
Jane Street
New York
$346K +$319K +7,895 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$47K
ADL
5
Asset Dedication LLC
California
$14K
CAAS
6
Capital Asset Advisory Services
Michigan
$11K +$10.4K +258 New
UBS Group
7
UBS Group
Switzerland
$1K -$1.66K -41 -61%

PLAT Hedge Fund Activity: Q4 2020 in Review

7 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q4 2020, worth a combined $2.9M — up 121% from $1.31M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PLAT positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was TRUADVICE, opening a new position worth an estimated $658K. The largest seller was UBS Group, cutting an estimated $1.66K.

  • 7 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q4 2020, up from 4 in Q3 2020.
  • Funds reported $2.9M of WisdomTree Growth Leaders Fund stock for Q4 2020, up 121% quarter-over-quarter.
  • 3 funds opened new WisdomTree Growth Leaders Fund positions in Q4 2020 and 0 closed out, a net change of +3 holders.
  • The largest WisdomTree Growth Leaders Fund buyer in Q4 2020 was TRUADVICE, an estimated $658K added.
  • The largest WisdomTree Growth Leaders Fund seller in Q4 2020 was UBS Group, an estimated $1.66K sold.

Based on aggregated 13F filings for Q4 2020.