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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 |
BFM
1
Boston Financial Management
Boston,
Massachusetts
| $1.65M | +$1.72M | +35,808 | New |
|
| 2 |
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $1.49M | +$438K | +9,116 | +42% |
|
| 3 |
EAM
3
Evanson Asset Management
Carmel,
California
| $359K | – | – | – |
|
| 4 |
MSAM
4
Moloney Securities Asset Management
Manchester,
Missouri
| $205K | -$5.67K | -118 | -3% |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $84K | +$83.5K | +1,736 | +2,019% |
|
| 6 |
TCWA
6
Ten Capital Wealth Advisors
Spokane,
Washington
| $54K | – | – | – |
|
| 7 |
7
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $52K | -$27.2K | -566 | -33% |
|
| 8 |
ADL
8
Asset Dedication LLC
San Francisco,
California
| $20K | +$4.95K | +103 | +31% |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $12K | +$12.5K | +259 | New |
|
| 10 |
HA
10
Herold Advisors
New York
| $7K | +$7.93K | +165 | New |
|
| 11 |
T
11
TRUADVICE
Sarasota,
Florida
| – | -$2.41M | -49,806 | Closed |
|