PLAT

WisdomTree Growth Leaders Fund
*Unless otherwise stated, data provided by FactSet.

PLAT Fund Description

PLAT tracks a tiered-weighted portfolio of global large- and midcap companies selected by compounded annual revenue growth.

PLAT Factset Analytics Insight

PLAT provides exposure to growth companies from all sectors with business lines active in modern platforms or digital marketplaces. Common eligible businesses may include: payment, social networking, social gaming, and content and development. The fund considers growth companies as those with at least 7% compound annual revenue growth over the trailing three years. The index is weighted by the securities’ average equal and market weights, capped at 9% per issuer. Then, a volume factor adjustment is implemented wherein stocks with lower trading volume are underweighted and the reduction in weight is reallocated pro rata among the other securities. Additionally, non-US issuers are capped at 12% and Chinese issuers are capped at 5%. The Index is reconstituted and rebalanced annually. Prior to August 1, 2020, PLAT was named the WisdomTree Modern Tech Platforms Fund.

PLAT MSCI ESG Analytics Insight

WisdomTree Growth Leaders Fund has an MSCI ESG Fund Rating of BB based on a score of 3.82 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree Growth Leaders Fund ranks in the 10th percentile within its peer group and in the 11st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PLAT MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

PERFORMANCE [as of 12/03/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
PLAT -7.66% -10.88% -0.27% 4.36% -- -- --
PLAT (NAV) -10.11% -12.96% -2.21% 2.01% -- -- --
Wisdomtree Growth Leaders Index -- -- -- -- -- -- --
MSCI ACWI IMI Growth Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

PLAT Summary Data

WisdomTree
05/22/19
Open-Ended Fund
0.20%
$17.72M
$142.27K
0.21%
N/A

PLAT Portfolio Data

$912.09B
114.78
8.34
0.11%
N/A
60

PLAT Index Data

Wisdomtree Growth Leaders Index
Tiered
Market Cap
MSCI ACWI IMI Growth Index

PLAT Portfolio Management

0.20%
--
--
--

PLAT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

PLAT Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
High
Daily

PLAT Factset Analytics Block Liquidity

As of 12/06/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of PLAT. PLAT is rated a 4 out of 5.

PLAT Tradability

3,078
$142.27K
2,379
$110.54K
0.21%
$0.10
0.18%
0.47% / -0.16%
None
87.00%
25,000
0.10
0.02%
0.01%
0
$42.84
4

PLAT Sector/Industry Breakdown


PLAT
Segment Benchmark
67.34%
--
10.90%
--
7.99%
--
1.77%
--
1.26%
--

PLAT Top 10 Holdings[View All]

Apple Inc. 12.13%
Etsy, Inc. 1.58%
59.86%

PLAT Countries


PLAT
Segment Benchmark
91.38%
--
3.63%
--
1.91%
--
1.89%
--
1.19%
--

PLAT Regions


PLAT
Segment Benchmark
91.38%
--
5.00%
--
3.63%
--

PLAT Economic Development


PLAT
Segment Benchmark
100.00%
--

PLAT Performance Statistics

--
--
--
--
0.00%
MSCI ACWI IMI Growth Index

PLAT MSCI ESG Ratings

3.82 / 10
11.49
9.56
--
--
13.48

PLAT Benchmark Comparison Holdings

60
--
--
0.00%

PLAT Benchmark Comparison Summary


PLAT
Segment Benchmark
60
--
$912.09B
--
114.78
--
8.34
--
0.18%
--
High
High

PLAT Benchmark Comparison Market Cap Size


PLAT
Segment Benchmark
81.11%
--
14.42%
--
3.75%
--
0.71%
--