WisdomTree Growth Leaders Fund
PLAT
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.
12% more capital invested
Capital invested by funds: $3.79M → $4.25M (+$452K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$763K |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
+$549K |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$211K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$99.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$19.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
1
TRUADVICE
Sarasota,
Florida
| $2.41M | +$549K | +11,867 | +31% |
|
|
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $1.05M | +$763K | +16,505 | +306% |
|
|
EAM
3
Evanson Asset Management
Carmel,
California
| $357K | – | – | – |
|
|
MSAM
4
Moloney Securities Asset Management
Manchester,
Missouri
| $223K | +$211K | +4,568 | New |
|
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $83K | -$99.6K | -2,154 | -56% |
|
|
TCWA
6
Ten Capital Wealth Advisors
Spokane,
Washington
| $58K | – | – | – |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47K | – | – | – |
|
|
ADL
8
Asset Dedication LLC
San Francisco,
California
| $16K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $4K | -$19.5K | -421 | -83% |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$1.09M | -24,539 | Closed |
|
PLAT Hedge Fund Activity: Q2 2021 in Review
9 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q2 2021, worth a combined $4.25M — up 12% from $3.79M a quarter earlier.
Fund positioning in PLAT was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Insight Advisors, adding an estimated $763K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.09M sold.
- 9 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $4.25M of WisdomTree Growth Leaders Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 1 fund opened new WisdomTree Growth Leaders Fund positions in Q2 2021 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Growth Leaders Fund buyer in Q2 2021 was Insight Advisors, an estimated $763K added.
- The largest WisdomTree Growth Leaders Fund seller in Q2 2021 was Citadel Advisors, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2021.