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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
| $2.23M | +$419K | +13,821 | +20% |
|
| 2 |
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $1.32M | -$545 | -18 | -0% |
|
| 3 |
3
Jane Street
New York
| $524K | +$592K | +19,547 | New |
|
| 4 |
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $135K | +$153K | +5,052 | New |
|
| 5 |
IA
5
IFP Advisors
Tampa,
Florida
| $84K | – | – | – |
|
| 6 |
6
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $44K | – | – | – |
|
| 7 |
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $26K | – | – | – |
|
| 8 |
ADL
8
Asset Dedication LLC
San Francisco,
California
| $12K | – | – | – |
|
| 9 |
9
Citadel Advisors
Miami,
Florida
| – | -$1.42M | -38,291 | Closed |
|
| 10 |
MWM
10
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$272K | -8,352 | Closed |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$78K | -2,090 | Closed |
|
| 12 |
MCC
12
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$32K | -865 | Closed |
|
| 13 |
HA
13
Herold Advisors
New York
| – | -$6.12K | -165 | Closed |
|