WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
12 hedge funds and large institutions have $2.98M invested in WisdomTree Growth Leaders Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
28% less capital invested
Capital invested by funds: $4.16M → $2.98M (-$1.18M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| 1 |
Jane Street
New York
|
+$164K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$66.8K |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$55.3K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$22.2K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$951 |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$645K |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$384K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$350K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$77.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
1
Boston Financial Management
Boston,
Massachusetts
| $933K | -$10.8K | -420 | -1% |
|
|
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $719K | -$384K | -14,944 | -34% |
|
|
3
Jane Street
New York
| $625K | +$164K | +6,400 | +34% |
|
|
4
Citadel Advisors
Miami,
Florida
| $387K | -$645K | -25,100 | -62% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $94K | +$951 | +37 | +1% |
|
|
6
UBS Group
Zurich,
Switzerland
| $64.6K | +$66.8K | +2,599 | New |
|
|
WA
7
Win Advisors
Palm Beach Gardens,
Florida
| $53.5K | +$55.3K | +2,153 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $37K | -$11.8K | -460 | -23% |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | – | – | – |
|
|
MCC
10
Money Concepts Capital
Palm Beach Gardens,
Florida
| $21.5K | +$22.2K | +865 | New |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | -$77.1K | -3,002 | -85% |
|
|
ADL
12
Asset Dedication LLC
San Francisco,
California
| $11K | +$26 | +1 | +0.2% |
|
|
CA
13
Cetera Advisors
Denver,
Colorado
| – | -$350K | -13,930 | Closed |
|
PLAT Hedge Fund Activity: Q4 2022 in Review
12 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q4 2022, worth a combined $2.98M — down 28% from $4.16M 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 5 trimmed.
The largest buyer was Jane Street, adding an estimated $164K. The largest seller was Citadel Advisors, cutting an estimated $645K.
- 12 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q4 2022, up from 10 in Q3 2022.
- Funds reported $2.98M of WisdomTree Growth Leaders Fund stock for Q4 2022, down 28% quarter-over-quarter.
- 3 funds opened new WisdomTree Growth Leaders Fund positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Growth Leaders Fund buyer in Q4 2022 was Jane Street, an estimated $164K added.
- The largest WisdomTree Growth Leaders Fund seller in Q4 2022 was Citadel Advisors, an estimated $645K sold.
Based on aggregated 13F filings for Q4 2022.