WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
10 hedge funds and large institutions have $3.93M invested in WisdomTree Growth Leaders Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
8% less capital invested
Capital invested by funds: $4.25M → $3.93M (-$319K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$1.72M |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$438K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$83.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.5K |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$4.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$2.41M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$27.2K |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$5.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
1
Boston Financial Management
Boston,
Massachusetts
| $1.65M | +$1.72M | +35,808 | New |
|
|
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $1.49M | +$438K | +9,116 | +42% |
|
|
EAM
3
Evanson Asset Management
Carmel,
California
| $359K | – | – | – |
|
|
MSAM
4
Moloney Securities Asset Management
Manchester,
Missouri
| $205K | -$5.67K | -118 | -3% |
|
|
5
UBS Group
Zurich,
Switzerland
| $84K | +$83.5K | +1,736 | +2,019% |
|
|
TCWA
6
Ten Capital Wealth Advisors
Spokane,
Washington
| $54K | – | – | – |
|
|
7
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $52K | -$27.2K | -566 | -33% |
|
|
ADL
8
Asset Dedication LLC
San Francisco,
California
| $20K | +$4.95K | +103 | +31% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $12K | +$12.5K | +259 | New |
|
|
HA
10
Herold Advisors
New York
| $7K | +$7.93K | +165 | New |
|
|
T
11
TRUADVICE
Sarasota,
Florida
| – | -$2.41M | -49,806 | Closed |
|
PLAT Hedge Fund Activity: Q3 2021 in Review
10 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q3 2021, worth a combined $3.93M — down 7.5% from $4.25M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PLAT positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Boston Financial Management, opening a new position worth an estimated $1.72M. The largest seller was TRUADVICE, exiting entirely with an estimated $2.41M sold.
- 10 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q3 2021, up from 9 in Q2 2021.
- Funds reported $3.93M of WisdomTree Growth Leaders Fund stock for Q3 2021, down 7.5% quarter-over-quarter.
- 3 funds opened new WisdomTree Growth Leaders Fund positions in Q3 2021 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Growth Leaders Fund buyer in Q3 2021 was Boston Financial Management, an estimated $1.72M added.
- The largest WisdomTree Growth Leaders Fund seller in Q3 2021 was TRUADVICE, an estimated $2.41M sold.
Based on aggregated 13F filings for Q3 2021.