WisdomTree Growth Leaders Fund
PLAT
PLAT was delisted on the 20th of October, 2023.
13 hedge funds and large institutions have $3.89M invested in WisdomTree Growth Leaders Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
17% less capital invested
Capital invested by funds: $4.69M → $3.89M (-$803K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| 1 |
Jane Street
New York
|
+$283K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$22.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
1
Hudock Inc
Williamsport,
Pennsylvania
| $2.09M | -$135K | -4,128 | -6% |
|
|
2
Jane Street
New York
| $1.31M | +$283K | +8,658 | +26% |
|
3
Citadel Advisors
Miami,
Florida
| $364K | -$598K | -18,298 | -61% |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
5
Morgan Stanley
New York
| $25.1K | – | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $22.4K | +$22.5K | +688 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $15.3K | +$16.1K | +494 | New |
|
|
ADL
8
Asset Dedication LLC
San Francisco,
California
| $13K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $6.83K | -$6.53K | -200 | -48% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
CFD
11
Creative Financial Designs
Kokomo,
Indiana
| $5K | -$13.4K | -410 | -72% |
|
|
TFG
12
Team Financial Group
Temecula,
California
| $3.58K | +$3.75K | +115 | New |
|
|
GWM
13
Geneos Wealth Management
Englewood,
Colorado
| $3.1K | – | – | – |
|
|
HHGA
14
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$218K | -6,753 | Closed |
|
|
AWM
15
Avior Wealth Management
Omaha,
Nebraska
| – | -$10.7K | -332 | Closed |
|
PLAT Hedge Fund Activity: Q3 2023 in Review
13 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Growth Leaders Fund (PLAT) for Q3 2023, worth a combined $3.89M — down 17% from $4.69M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PLAT positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $283K. The largest seller was Citadel Advisors, cutting an estimated $598K.
- 13 institutional investors held WisdomTree Growth Leaders Fund (PLAT) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $3.89M of WisdomTree Growth Leaders Fund stock for Q3 2023, down 17% quarter-over-quarter.
- 3 funds opened new WisdomTree Growth Leaders Fund positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Growth Leaders Fund buyer in Q3 2023 was Jane Street, an estimated $283K added.
- The largest WisdomTree Growth Leaders Fund seller in Q3 2023 was Citadel Advisors, an estimated $598K sold.
Based on aggregated 13F filings for Q3 2023.