WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
8 hedge funds and large institutions have $4.38M invested in WisdomTree Growth Leaders Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 6 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
29% less capital invested
Capital invested by funds: $6.16M → $4.38M (-$1.79M)
33% less funds holding
Funds holding: 12 → 8 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| 1 |
Jane Street
New York
|
+$592K |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$419K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$153K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.42M |
| 2 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
-$272K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$78K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$32K |
| 5 |
HA
Herold Advisors
New York
|
-$6.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
1
Boston Financial Management
Boston,
Massachusetts
| $2.23M | +$419K | +13,821 | +20% |
|
|
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $1.32M | -$545 | -18 | -0% |
|
|
3
Jane Street
New York
| $524K | +$592K | +19,547 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $135K | +$153K | +5,052 | New |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $84K | – | – | – |
|
6
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $44K | – | – | – |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $26K | – | – | – |
|
|
ADL
8
Asset Dedication LLC
San Francisco,
California
| $12K | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$1.42M | -38,291 | Closed |
|
|
MWM
10
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$272K | -8,352 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$78K | -2,090 | Closed |
|
|
MCC
12
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$32K | -865 | Closed |
|
|
HA
13
Herold Advisors
New York
| – | -$6.12K | -165 | Closed |
|
PLAT Hedge Fund Activity: Q2 2022 in Review
8 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q2 2022, worth a combined $4.38M — down 29% from $6.16M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PLAT and 2 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Jane Street, opening a new position worth an estimated $592K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.42M sold.
- 8 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q2 2022, down from 12 in Q1 2022.
- Funds reported $4.38M of WisdomTree Growth Leaders Fund stock for Q2 2022, down 29% quarter-over-quarter.
- 2 funds opened new WisdomTree Growth Leaders Fund positions in Q2 2022 and 6 closed out, a net change of -4 holders.
- The largest WisdomTree Growth Leaders Fund buyer in Q2 2022 was Jane Street, an estimated $592K added.
- The largest WisdomTree Growth Leaders Fund seller in Q2 2022 was Citadel Advisors, an estimated $1.42M sold.
Based on aggregated 13F filings for Q2 2022.