WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
9 hedge funds and large institutions have $3.79M invested in WisdomTree Growth Leaders Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
31% more capital invested
Capital invested by funds: $2.9M → $3.79M (+$895K)
29% more funds holding
Funds holding: 7 → 9 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
+$988K |
| 2 |
EAM
Evanson Asset Management
Carmel,
California
|
+$334K |
| 3 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$246K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$176K |
| 5 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
+$53.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$714K |
| 2 |
Jane Street
New York
|
-$346K |
| 3 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
1
TRUADVICE
Sarasota,
Florida
| $1.81M | +$988K | +21,625 | +133% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.09M | -$714K | -15,637 | -39% |
|
|
EAM
3
Evanson Asset Management
Carmel,
California
| $325K | +$334K | +7,305 | New |
|
|
IA
4
Insight Advisors
Newtown,
Pennsylvania
| $254K | +$246K | +5,387 | New |
|
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $171K | +$176K | +3,852 | New |
|
|
TCWA
6
Ten Capital Wealth Advisors
Spokane,
Washington
| $52K | +$53.9K | +1,180 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $23K | +$22K | +481 | +1,850% |
|
|
ADL
9
Asset Dedication LLC
San Francisco,
California
| $15K | – | – | – |
|
|
10
Jane Street
New York
| – | -$346K | -7,895 | Closed |
|
|
CAAS
11
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$11K | -258 | Closed |
|
PLAT Hedge Fund Activity: Q1 2021 in Review
9 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q1 2021, worth a combined $3.79M — up 31% from $2.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PLAT positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was TRUADVICE, adding an estimated $988K. The largest seller was Citadel Advisors, cutting an estimated $714K.
- 9 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $3.79M of WisdomTree Growth Leaders Fund stock for Q1 2021, up 31% quarter-over-quarter.
- 4 funds opened new WisdomTree Growth Leaders Fund positions in Q1 2021 and 2 closed out, a net change of +2 holders.
- The largest WisdomTree Growth Leaders Fund buyer in Q1 2021 was TRUADVICE, an estimated $988K added.
- The largest WisdomTree Growth Leaders Fund seller in Q1 2021 was Citadel Advisors, an estimated $714K sold.
Based on aggregated 13F filings for Q1 2021.