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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
| $933K | -$10.8K | -420 | -1% |
|
| 2 |
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $719K | -$384K | -14,944 | -34% |
|
| 3 |
3
Jane Street
New York
| $625K | +$164K | +6,400 | +34% |
|
| 4 |
4
Citadel Advisors
Miami,
Florida
| $387K | -$645K | -25,100 | -62% |
|
| 5 |
IA
5
IFP Advisors
Tampa,
Florida
| $94K | +$951 | +37 | +1% |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $64.6K | +$66.8K | +2,599 | New |
|
| 7 |
WA
7
Win Advisors
Palm Beach Gardens,
Florida
| $53.5K | +$55.3K | +2,153 | New |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $37K | -$11.8K | -460 | -23% |
|
| 9 |
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | – | – | – |
|
| 10 |
MCC
10
Money Concepts Capital
Palm Beach Gardens,
Florida
| $21.5K | +$22.2K | +865 | New |
|
| 11 |
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | -$77.1K | -3,002 | -85% |
|
| 12 |
ADL
12
Asset Dedication LLC
San Francisco,
California
| $11K | +$26 | +1 | +0.2% |
|
| 13 |
CA
13
Cetera Advisors
Denver,
Colorado
| – | -$350K | -13,930 | Closed |
|