WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
12 hedge funds and large institutions have $4.69M invested in WisdomTree Growth Leaders Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
9% more funds holding
Funds holding: 11 → 12 (+1)
7% more capital invested
Capital invested by funds: $4.38M → $4.69M (+$310K)
Top Buyers
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$203K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$155K |
| 3 |
Jane Street
New York
|
+$122K |
| 4 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$27.4K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$17.2K |
Top Sellers
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$614K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.31K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$1.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
1
Hudock Inc
Williamsport,
Pennsylvania
| $2.3M | +$27.4K | +908 | +1% |
|
|
2
Jane Street
New York
| $1.08M | +$122K | +4,059 | +14% |
|
|
3
Citadel Advisors
Miami,
Florida
| $968K | +$155K | +5,141 | +21% |
|
|
HHGA
4
Halbert Hargrove Global Advisors
Long Beach,
California
| $218K | +$203K | +6,753 | New |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $33K | – | – | – |
|
6
Morgan Stanley
New York
| $26.1K | – | – | – |
|
|
CFD
7
Creative Financial Designs
Kokomo,
Indiana
| $18.4K | +$17.2K | +571 | New |
|
|
ADL
8
Asset Dedication LLC
San Francisco,
California
| $14K | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $13.5K | -$18.5K | -615 | -59% |
|
|
AWM
10
Avior Wealth Management
Omaha,
Nebraska
| $10.7K | -$1.21K | -40 | -11% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
GWM
12
Geneos Wealth Management
Englewood,
Colorado
| $3.23K | +$3.01K | +100 | New |
|
|
IA
13
Insight Advisors
Newtown,
Pennsylvania
| – | -$614K | -20,985 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$7.31K | -250 | Closed |
|
PLAT Hedge Fund Activity: Q2 2023 in Review
12 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q2 2023, worth a combined $4.69M — up 7.1% from $4.38M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PLAT positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Halbert Hargrove Global Advisors, opening a new position worth an estimated $203K. The largest seller was Insight Advisors, exiting entirely with an estimated $614K sold.
- 12 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q2 2023, up from 11 in Q1 2023.
- Funds reported $4.69M of WisdomTree Growth Leaders Fund stock for Q2 2023, up 7.1% quarter-over-quarter.
- 3 funds opened new WisdomTree Growth Leaders Fund positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Growth Leaders Fund buyer in Q2 2023 was Halbert Hargrove Global Advisors, an estimated $203K added.
- The largest WisdomTree Growth Leaders Fund seller in Q2 2023 was Insight Advisors, an estimated $614K sold.
Based on aggregated 13F filings for Q2 2023.