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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
| $2.41M | +$549K | +11,867 | +31% |
|
| 2 |
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $1.05M | +$763K | +16,505 | +306% |
|
| 3 |
EAM
3
Evanson Asset Management
Carmel,
California
| $357K | – | – | – |
|
| 4 |
MSAM
4
Moloney Securities Asset Management
Manchester,
Missouri
| $223K | +$211K | +4,568 | New |
|
| 5 |
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $83K | -$99.6K | -2,154 | -56% |
|
| 6 |
TCWA
6
Ten Capital Wealth Advisors
Spokane,
Washington
| $58K | – | – | – |
|
| 7 |
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47K | – | – | – |
|
| 8 |
ADL
8
Asset Dedication LLC
San Francisco,
California
| $16K | – | – | – |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $4K | -$19.5K | -421 | -83% |
|
| 10 |
10
Citadel Advisors
Miami,
Florida
| – | -$1.09M | -24,539 | Closed |
|