PLAT

WisdomTree Growth Leaders Fund
PLAT

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

Holders
13
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$269K
2
+$22.4K
3
+$15.3K

Top Sellers

1
-$568K
2
-$218K
3
-$128K
4
CFD
Creative Financial Designs
Indiana
-$12.7K
5
AWM
Avior Wealth Management
Nebraska
-$10.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1
Hudock Inc
Pennsylvania
$2.09M
Jane Street
2
Jane Street
New York
$1.31M
Citadel Advisors
3
Citadel Advisors
Florida
$364K
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31K
Morgan Stanley
5
Morgan Stanley
New York
$25.1K
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$22.4K
UBS Group
7
UBS Group
Switzerland
$15.3K
ADL
8
Asset Dedication LLC
California
$13K
Osaic Holdings
9
Osaic Holdings
Arizona
$6.83K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6K
CFD
11
Creative Financial Designs
Indiana
$5K
TFG
12
Team Financial Group
California
$3.58K
GWM
13
Geneos Wealth Management
Colorado
$3.1K
HHGA
14
Halbert Hargrove Global Advisors
California
–
AWM
15
Avior Wealth Management
Nebraska
–