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PLAT

WisdomTree Growth Leaders Fund
PLAT

Delisted

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

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12 hedge funds and large institutions have $6.42M invested in WisdomTree Growth Leaders Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

63% more capital invested

Capital invested by funds: $3.93M → $6.42M (+$2.49M)

20% more funds holding

Funds holding: 10 → 12 (+2)

Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.17M
2
Jane Street
Jane Street
New York
+$846K
3
IA
Insight Advisors
Pennsylvania
+$524K
4
CA
Cetera Advisors
Colorado
+$253K
5
BFM
Boston Financial Management
Massachusetts
+$212K

Top Sellers

1
EAM
Evanson Asset Management
California
-$359K
2
MSAM
Moloney Securities Asset Management
Missouri
-$205K
3
UBS Group
UBS Group
Switzerland
-$34.2K
4
HA
Herold Advisors
New York
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Insight Advisors
Pennsylvania
$1.86M +$524K +11,375 +37%
BFM
2
Boston Financial Management
Massachusetts
$1.77M +$212K +4,605 +13%
Citadel Advisors
3
Citadel Advisors
Florida
$1.11M +$1.17M +25,389 New
Jane Street
4
Jane Street
New York
$807K +$846K +18,377 New
MWM
5
Maripau Wealth Management
Indiana
$392K +$470K +10,214 New
CA
6
Cetera Advisors
Colorado
$242K +$253K +5,505 New
TCWA
7
Ten Capital Wealth Advisors
Washington
$52K – – –
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$50K – – –
UBS Group
9
UBS Group
Switzerland
$47K -$34.2K -742 -41%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$42K +$44K +956 New
ADL
11
Asset Dedication LLC
California
$19K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$15K +$4.01K +87 +34%
EAM
13
Evanson Asset Management
California
– -$359K -7,305 Closed
MSAM
14
Moloney Securities Asset Management
Missouri
– -$205K -4,450 Closed
HA
15
Herold Advisors
New York
– -$7K -165 Closed

PLAT Hedge Fund Activity: Q4 2021 in Review

12 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q4 2021, worth a combined $6.42M — up 63% from $3.93M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PLAT positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.17M. The largest seller was Evanson Asset Management, exiting entirely with an estimated $359K sold.

  • 12 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q4 2021, up from 10 in Q3 2021.
  • Funds reported $6.42M of WisdomTree Growth Leaders Fund stock for Q4 2021, up 63% quarter-over-quarter.
  • 5 funds opened new WisdomTree Growth Leaders Fund positions in Q4 2021 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree Growth Leaders Fund buyer in Q4 2021 was Citadel Advisors, an estimated $1.17M added.
  • The largest WisdomTree Growth Leaders Fund seller in Q4 2021 was Evanson Asset Management, an estimated $359K sold.

Based on aggregated 13F filings for Q4 2021.