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PLAT
WisdomTree Growth Leaders Fund
PLAT
PLAT
Delisted
PLAT was delisted on the 20th of October, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
T
1
TRUADVICE
Sarasota,
Florida
| $1.81M | +$988K | +21,625 | +133% |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $1.09M | -$714K | -15,637 | -39% |
|
| 3 |
EAM
3
Evanson Asset Management
Carmel,
California
| $325K | +$334K | +7,305 | New |
|
| 4 |
IA
4
Insight Advisors
Newtown,
Pennsylvania
| $254K | +$246K | +5,387 | New |
|
| 5 |
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $171K | +$176K | +3,852 | New |
|
| 6 |
TCWA
6
Ten Capital Wealth Advisors
Spokane,
Washington
| $52K | +$53.9K | +1,180 | New |
|
| 7 |
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $23K | +$22K | +481 | +1,850% |
|
| 9 |
ADL
9
Asset Dedication LLC
San Francisco,
California
| $15K | – | – | – |
|
| 10 |
10
Jane Street
New York
| – | -$346K | -7,895 | Closed |
|
| 11 |
CAAS
11
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$11K | -258 | Closed |
|