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PLAT

WisdomTree Growth Leaders Fund
PLAT

Delisted

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

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11 hedge funds and large institutions have $4.38M invested in WisdomTree Growth Leaders Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $2.98M → $4.38M (+$1.4M)

8% less funds holding

Funds holding: 12 → 11 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Hudock Inc
Pennsylvania
+$1.95M
2
Citadel Advisors
Citadel Advisors
Florida
+$257K
3
Jane Street
Jane Street
New York
+$116K
4
Morgan Stanley
Morgan Stanley
New York
+$22.4K
5
AWM
Avior Wealth Management
Nebraska
+$10.3K

Top Sellers

1
BFM
Boston Financial Management
Massachusetts
-$933K
2
IA
Insight Advisors
Pennsylvania
-$218K
3
IA
IFP Advisors
Florida
-$94K
4
UBS Group
UBS Group
Switzerland
-$65K
5
WA
Win Advisors
Florida
-$53.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1
Hudock Inc
Pennsylvania
$2.06M +$1.95M +70,518 New
Jane Street
2
Jane Street
New York
$858K +$116K +4,176 +17%
Citadel Advisors
3
Citadel Advisors
Florida
$727K +$257K +9,278 +59%
IA
4
Insight Advisors
Pennsylvania
$614K -$218K -7,871 -27%
Osaic Holdings
5
Osaic Holdings
Arizona
$30.3K -$13K -470 -31%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$30K +$1.55K +56 +6%
Morgan Stanley
7
Morgan Stanley
New York
$23.7K +$22.4K +810 New
ADL
8
Asset Dedication LLC
California
$13K – – –
AWM
9
Avior Wealth Management
Nebraska
$10.9K +$10.3K +372 New
UBS Group
10
UBS Group
Switzerland
$7.31K -$65K -2,349 -90%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6K -$8.53K -308 -60%
BFM
12
Boston Financial Management
Massachusetts
– -$933K -37,539 Closed
IA
13
IFP Advisors
Florida
– -$94K -3,883 Closed
WA
14
Win Advisors
Florida
– -$53.5K -2,153 Closed
MCC
15
Money Concepts Capital
Florida
– -$21.5K -865 Closed

PLAT Hedge Fund Activity: Q1 2023 in Review

11 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q1 2023, worth a combined $4.38M — up 47% from $2.98M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PLAT and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.

The largest buyer was Hudock Inc, opening a new position worth an estimated $1.95M. The largest seller was Boston Financial Management, exiting entirely with an estimated $933K sold.

  • 11 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q1 2023, down from 12 in Q4 2022.
  • Funds reported $4.38M of WisdomTree Growth Leaders Fund stock for Q1 2023, up 47% quarter-over-quarter.
  • 3 funds opened new WisdomTree Growth Leaders Fund positions in Q1 2023 and 4 closed out, a net change of -1 holder.
  • The largest WisdomTree Growth Leaders Fund buyer in Q1 2023 was Hudock Inc, an estimated $1.95M added.
  • The largest WisdomTree Growth Leaders Fund seller in Q1 2023 was Boston Financial Management, an estimated $933K sold.

Based on aggregated 13F filings for Q1 2023.