PLAT Performance — WisdomTree Growth Leaders Fund
Data updated: 2023-11-27
PLAT returned +24.16% over one year to Sep 2023. The annualised 3-year return is −5.18%. Against its Single-Country Real Estate category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $85, against $85 for the category, and to $124 over one year, against $107. Volatility over the past three years was 24.81% a year. In the 12 months to Sep 2023 the fund lost a net $1.5M, and assets reached $9.79M.
PLAT Growth of $100
What $100 invested in WisdomTree Growth Leaders Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Single-Country Real Estate category average over the same months.
| Period | PLAT | Category average |
|---|---|---|
| 1 year (Oct 2022 – Sep 2023) | $124 | $107 |
| 3 years (Oct 2020 – Sep 2023) | $85 | $85 |
| Since data start (Jul 2019 – Sep 2023) | $121 | $89 |
PLAT Trailing Returns
Total returns to Sep 2023, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +24.16% |
| 3 years (annualised) | −5.18% |
PLAT Annual Returns
Calendar-year total returns of WisdomTree Growth Leaders Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2023 (Jan–Sep) | +24.92% |
| 2022 | −43.17% |
| 2021 | +0.13% |
| 2020 | +59.33% |
| 2019 (Jul–Dec) | +6.65% |
PLAT Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +14.5% | −4.8% | +7.9% | −0.1% | +4.1% | +5.9% | +8.8% | −6.3% | −5.4% | — | — | — |
| 2022 | −11.2% | −5.1% | +0.1% | −15.6% | −7.1% | −7.6% | +9.7% | −3.7% | −11.5% | +2.1% | +5.4% | −7.6% |
| 2021 | +0.3% | +5.0% | −3.9% | +6.1% | −3.2% | +7.0% | −1.9% | +1.5% | −5.5% | +4.0% | −6.2% | −1.9% |
| 2020 | +2.9% | −4.8% | −13.5% | +16.2% | +11.5% | +7.4% | +8.7% | +8.9% | −4.9% | −0.4% | +14.4% | +5.2% |
| 2019 | — | — | — | — | — | — | +2.8% | −2.2% | −3.6% | +2.3% | +4.4% | +3.0% |
PLAT Risk
Risk measures from monthly returns over Oct 2020 – Sep 2023.
- 3-year volatility (annualised): 24.81%
- 3-year Sharpe ratio: -0.39 (vs 4.5% risk-free rate)
- Best month: +14.55% (Jan 2023)
- Worst month: −15.59% (Apr 2022)
PLAT Fund Flows
Monthly money in and out of WisdomTree Growth Leaders Fund, from SEC Form N-PORT.
- 12-month net flow: −$1.5M
- 12-month gross sales (incl. reinvestments): $814K
- Sales ÷ redemptions: 0.35×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2023 | $0 | $1.3M | −$1.3M |
| Aug 2023 | $0 | $0 | $0 |
| Jul 2023 | $0 | $0 | $0 |
| Jun 2023 | $0 | $0 | $0 |
| May 2023 | $0 | $0 | $0 |
| Apr 2023 | $0 | $0 | $0 |
| Mar 2023 | $814K | $0 | $814K |
| Feb 2023 | $0 | $0 | $0 |
| Jan 2023 | $0 | $0 | $0 |
| Dec 2022 | $0 | $982K | −$982K |
| Nov 2022 | $0 | $0 | $0 |
| Oct 2022 | $0 | $0 | $0 |
PLAT Assets Under Management
Net assets of WisdomTree Growth Leaders Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2023-09-30 | $9.79M |
| 2023-06-30 | $11.44M |
| 2023-03-31 | $10.39M |
| 2022-12-31 | $8.09M |
| 2022-09-30 | $9.15M |
| 2022-06-30 | $9.79M |
| 2022-03-31 | $15.36M |
| 2021-12-31 | $18.20M |
| 2021-09-30 | $15.81M |
| 2021-06-30 | $15.84M |
| 2021-03-31 | $14.41M |
| 2020-12-31 | $10.95M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.