WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$1.95M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$257K |
| 3 |
Jane Street
New York
|
+$116K |
| 4 |
Morgan Stanley
New York
|
+$22.4K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
-$933K |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$218K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$94K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$65K |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$53.5K |
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.