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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 |
IA
1
Insight Advisors
Newtown,
Pennsylvania
| $1.1M | +$30.7K | +1,070 | +3% |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $1.02M | +$1.17M | +40,697 | New |
|
| 3 |
BFM
3
Boston Financial Management
Boston,
Massachusetts
| $953K | -$1.3M | -45,229 | -54% |
|
| 4 |
4
Jane Street
New York
| $471K | -$22.5K | -783 | -4% |
|
| 5 |
CA
5
Cetera Advisors
Denver,
Colorado
| $350K | +$400K | +13,930 | New |
|
| 6 |
IA
6
IFP Advisors
Tampa,
Florida
| $94K | +$12.1K | +420 | +12% |
|
| 7 |
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $88K | -$44.2K | -1,538 | -30% |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $49K | +$56.4K | +1,965 | New |
|
| 9 |
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | – | – | – |
|
| 10 |
ADL
10
Asset Dedication LLC
San Francisco,
California
| $11K | – | – | – |
|
| 11 |
11
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$44K | -1,643 | Closed |
|