What is PLAT?

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

PERFORMANCE [as of 11/29/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
PLAT -0.99% -10.28% -41.56% -43.70% -1.32% -- --
PLAT (NAV) -0.95% -10.27% -41.51% -43.64% -- -- --
Wisdomtree Growth Leaders Index -- -- -- -- -- -- --
MSCI USA IMI Growth Index -0.76% -7.35% -28.49% -28.75% 9.19% 11.44% 13.85%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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 Summary Data

WisdomTree
05/22/19
0.20%
$9.41M
Wisdomtree Growth Leaders Index
MSCI USA IMI Growth Index
Open-Ended Fund

Peers

MSCI USA IMI Growth Index

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
$0.00B 90 Days

PLAT Portfolio Data

$684.33B
-270.14
4.29
0.05%
N/A
55

PLAT Index Data

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

PLAT Portfolio Management

0.20%
-0.05%
0.48%
-0.11%

PLAT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

PLAT Fund Structure

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

Factset Analytics Block Liquidity

As of 11/30/22

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

1,705
$42.92K
1,214
$31.37K
0.39%
$0.10
0.09%
0.44% / -1.22%
None
93.30%
25,000
0.05
0.02%
0.01%
0
$25.65
4

PLAT Sector/Industry Breakdown

PLAT Segment
Benchmark
40.71% --
17.55% --
12.91% --
10.35% --
10.10% --
3.77% --
2.36% --
1.33% --
0.80% --
0.12% --

PLAT Performance Statistics

0.93
1.15
1.23
1.14
0.73%
MSCI USA IMI Growth Index

PLAT Countries

PLAT Segment
Benchmark
91.83% 99.88%
3.76% --
1.12% --
0.90% --
0.90% --
0.79% --
0.70% --
-- 0.12%

PLAT Regions

PLAT Segment
Benchmark
91.83% 100.00%
4.41% --
3.76% --

PLAT Economic Development

PLAT Segment
Benchmark
99.10% 100.00%
0.90% 0.00%

PLAT Benchmark Comparison Holdings

55
1484
38
36.24%

PLAT Benchmark Comparison Summary

PLAT Segment
Benchmark
55 1484
$684.33B $706.87B
-270.14 28.52
4.29 7.18
0.31% 0.55%
High High

PLAT Benchmark Comparison Market Cap Size

PLAT Segment
Benchmark
75.52% 86.48%
19.07% 10.45%
6.68% 2.64%
0.57% 0.22%