PLATWisdomTree Growth Leaders Fund
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 3.75 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 9th 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.
PLAT Summary Data
PLAT Portfolio Data
PLAT Index Data
PLAT Portfolio Management
PLAT Tax Exposures
PLAT Fund Structure
PLAT Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
PLAT Top 10 Holdings[View All]
PLAT Economic Development
PLAT Performance Statistics
PLAT MSCI ESG Ratings
PLAT Benchmark Comparison Summary
PLAT Benchmark Comparison Market Cap Size