PLAT
WisdomTree Growth Leaders Fund
PLAT
PLAT
Delisted
PLAT was delisted on the 20th of October, 2023.
9 hedge funds and large institutions have $4.25M invested in WisdomTree Growth Leaders Fund in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
IA
1
Insight Advisors
Newtown,
Pennsylvania
|
$1.05M |
| 2 |
T
2
TRUADVICE
Sarasota,
Florida
|
$2.41M |
| 3 |
MSAM
3
Moloney Securities Asset Management
Manchester,
Missouri
|
$223K |
Top Sellers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$0 |
| 2 |
2
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$83K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$4K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
T
1
TRUADVICE
Sarasota,
Florida
| $2.41M | 49,806 | +11,867 | +31% |
|
|
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $1.05M | 21,892 | +16,505 | +306% |
|
|
EAM
3
Evanson Asset Management
Carmel,
California
| $357K | 7,305 | – | – |
|
|
MSAM
4
Moloney Securities Asset Management
Manchester,
Missouri
| $223K | 4,568 | +4,568 | New |
|
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $83K | 1,698 | -2,154 | -56% |
|
|
TCWA
6
Ten Capital Wealth Advisors
Spokane,
Washington
| $58K | 1,180 | – | – |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47K | 956 | – | – |
|
|
ADL
8
Asset Dedication LLC
San Francisco,
California
| $16K | 328 | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $4K | 86 | -421 | -83% |
|
|
10
Citadel Advisors
Miami,
Florida
| – | – | -24,539 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|