WisdomTree Growth Leaders Fund (PLAT) Institutional Ownership

$30.49
-0.48 (-1.55%)
(As of 10/20/2023)

Institutional Ownership Changes (13F Filings) for WisdomTree Growth Leaders Fund (NYSEARCA:PLAT)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$247.05K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$128.11K
Get PLAT Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Growth Leaders Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PLAT Institutional Buying and Selling by Quarter

WisdomTree Growth Leaders Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/6/2023 Hudock Inc.67,298$2.09M0.5%-5.8%19.228%
8/15/2023 Halbert Hargrove Global Advisors LLC6,753$218K0.0%N/A1.929%
7/31/2023 Hudock Inc.71,426$2.30M0.5%+1.3%20.407%
5/8/2023 Hudock Inc.70,518$2.06M0.5%N/A20.148%
5/3/2023 Insight Advisors LLC PA20,985$614K0.1%-27.3%5.996%
2/21/2023 Insight Advisors LLC PA28,856$719K0.3%-34.1%9.018%
1/27/2023 Boston Financial Mangement LLC37,539$933K0.0%-1.1%11.731%
12/12/2022 Insight Advisors LLC PA43,800$1.10M0.4%+2.5%11.838%
11/10/2022 Boston Financial Mangement LLC37,959$953K0.0%-54.4%10.259%
11/8/2022IFP Advisors Inc3,846$94K0.0%+12.3%1.039%
8/8/2022 Boston Financial Mangement LLC83,188$2.23M0.1%+19.9%22.483%
6/2/2022 Insight Advisors LLC PA42,748$1.59M0.5%+0.9%10.426%
5/13/2022 Insight Advisors LLC PA42,748$1.59M0.5%+0.9%10.301%
5/13/2022 Boston Financial Mangement LLC69,367$2.57M0.1%+71.6%16.715%
5/10/2022 Maripau Wealth Management LLC8,352$272K0.2%-18.2%2.013%
2/9/2022 Insight Advisors LLC PA42,383$1.86M0.5%+36.7%10.213%
1/31/2022 CWM LLC956$42K0.0%N/A0.230%
11/16/2021Captrust Financial Advisors1,132$52K0.0%-33.3%0.302%
8/12/2021 Insight Advisors LLC PA21,892$1.05M0.3%+306.4%6.736%
5/18/2021Citadel Advisors LLC24,539$1.09M0.0%-38.9%7.550%
5/17/2021Captrust Financial Advisors3,852$171K0.0%N/A1.185%
5/13/2021Ten Capital Wealth Advisors LLC1,180$52K0.0%N/A0.363%
4/30/2021Truadvice LLC37,939$1.81M0.5%+132.6%11.674%
4/27/2021 CWM LLC956$43K0.0%N/A0.294%
4/23/2021 Evanson Asset Management LLC7,305$325K0.0%N/A2.248%
2/17/2021Jane Street Group LLC7,895$346K0.0%N/A2.632%
1/28/2021Truadvice LLC16,314$716K0.2%N/A6.526%
8/17/2020Jane Street Group LLC14,491$472K0.0%+3.3%14.491%
7/31/2020 UBS Group AG1,716$56K0.0%+34.5%1.716%
6/16/2020Royal Bank of Canada11,235$262K0.0%N/A11.235%
5/15/2020Jane Street Group LLC14,022$327K0.0%N/A18.696%
5/1/2020 UBS Group AG1,276$30K0.0%N/A1.701%
(Data available from 1/1/2016 forward)

PLAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PLAT shares?

During the previous two years, the following institutional investors and hedge funds held shares of WisdomTree Growth Leaders Fund shares: Hudock Inc. ($2.09M), Boston Financial Mangement LLC ($933K), Insight Advisors LLC PA ($614K), and Halbert Hargrove Global Advisors LLC ($218K), IFP Advisors Inc ($94K).Learn more on PLAT's institutional investors.

Which institutional investors have been buying WisdomTree Growth Leaders Fund stock?

The following institutional investors have purchased WisdomTree Growth Leaders Fund stock in the last 24 months: Hudock Inc. ($71.43K), Boston Financial Mangement LLC ($13.82K), Halbert Hargrove Global Advisors LLC ($6.75K), Insight Advisors LLC PA ($1.44K), and IFP Advisors Inc ($420.00).

How much institutional buying is happening at WisdomTree Growth Leaders Fund?

Institutional investors have bought a total of 93,855 shares in the last 24 months. This purchase volume represents approximately $2.73M in transactions.

Which WisdomTree Growth Leaders Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Growth Leaders Fund stock in the last 24 months: Boston Financial Mangement LLC ($45.65K), Insight Advisors LLC PA ($22.82K), and Hudock Inc. ($4.13K).

How much institutional selling is happening at WisdomTree Growth Leaders Fund?

Institutional investors have sold a total of 72,592 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions.


This page (NYSEARCA:PLAT) was last updated on 5/16/2024 by MarketBeat.com Staff

From Our Partners