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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 |
HI
1
Hudock Inc
Williamsport,
Pennsylvania
| $2.3M | +$27.4K | +908 | +1% |
|
| 2 |
2
Jane Street
New York
| $1.08M | +$122K | +4,059 | +14% |
|
| 3 |
3
Citadel Advisors
Miami,
Florida
| $968K | +$155K | +5,141 | +21% |
|
| 4 |
HHGA
4
Halbert Hargrove Global Advisors
Long Beach,
California
| $218K | +$203K | +6,753 | New |
|
| 5 |
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $33K | – | – | – |
|
| 6 |
6
Morgan Stanley
New York
| $26.1K | – | – | – |
|
| 7 |
CFD
7
Creative Financial Designs
Kokomo,
Indiana
| $18.4K | +$17.2K | +571 | New |
|
| 8 |
ADL
8
Asset Dedication LLC
San Francisco,
California
| $14K | – | – | – |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $13.5K | -$18.5K | -615 | -59% |
|
| 10 |
AWM
10
Avior Wealth Management
Omaha,
Nebraska
| $10.7K | -$1.21K | -40 | -11% |
|
| 11 |
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
| 12 |
GWM
12
Geneos Wealth Management
Englewood,
Colorado
| $3.23K | +$3.01K | +100 | New |
|
| 13 |
IA
13
Insight Advisors
Newtown,
Pennsylvania
| – | -$614K | -20,985 | Closed |
|
| 14 |
14
UBS Group
Zurich,
Switzerland
| – | -$7.31K | -250 | Closed |
|