WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
10 hedge funds and large institutions have $4.16M invested in WisdomTree Growth Leaders Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
5% less capital invested
Capital invested by funds: $4.38M → $4.16M (-$215K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$400K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$56.4K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$30.7K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$12.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
Insight Advisors
Newtown,
Pennsylvania
| $1.1M | +$30.7K | +1,070 | +3% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.02M | +$1.17M | +40,697 | New |
|
|
BFM
3
Boston Financial Management
Boston,
Massachusetts
| $953K | -$1.3M | -45,229 | -54% |
|
4
Jane Street
New York
| $471K | -$22.5K | -783 | -4% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $350K | +$400K | +13,930 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $94K | +$12.1K | +420 | +12% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $88K | -$44.2K | -1,538 | -30% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $49K | +$56.4K | +1,965 | New |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | – | – | – |
|
|
ADL
10
Asset Dedication LLC
San Francisco,
California
| $11K | – | – | – |
|
11
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$44K | -1,643 | Closed |
|
PLAT Hedge Fund Activity: Q3 2022 in Review
10 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q3 2022, worth a combined $4.16M — down 4.9% from $4.38M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PLAT positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.17M. The largest seller was Boston Financial Management, cutting an estimated $1.3M.
- 10 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $4.16M of WisdomTree Growth Leaders Fund stock for Q3 2022, down 4.9% quarter-over-quarter.
- 3 funds opened new WisdomTree Growth Leaders Fund positions in Q3 2022 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Growth Leaders Fund buyer in Q3 2022 was Citadel Advisors, an estimated $1.17M added.
- The largest WisdomTree Growth Leaders Fund seller in Q3 2022 was Boston Financial Management, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2022.