WisdomTree Modern Tech Platforms Fund (PLAT)

Description

The investment seeks to track the performance of the Wisdomtree Growth Leaders Index. The PLAT ETF contains 60 constituents. It is focused on growth holdings in the North America region.

Price $25.44 as of 2022-10-20

Cost/Risk/Yield

Dividend yield0.05%
Expense ratio0.2%
Average spread0.393%
1Y roundtrip cost0.593%

Historic prices

Total Returns (including dividends)

Monthly returns heatmap

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022-11.1%-5.3%0.2%-15.9%-6.9%-7.8%9.9%-3.7%-11.5%1.3%-50.6%
20210.5%5.1%-4.0%5.9%-3.1%7.0%-2.0%1.6%-5.4%3.8%-6.1%-1.9%1.3%
20202.9%-5.1%-13.3%16.4%10.4%8.6%8.4%9.2%-4.7%-0.8%14.5%5.2%51.8%
20196.6%2.7%-2.0%-3.6%2.2%4.4%3.0%13.4%
-7.7%-5.3%-17.0%6.4%0.4%14.5%19.1%5.0%-25.2%6.6%12.7%6.3%

Historical Dividends

Monthly dividend heatmap

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
20210.010.01
20200.050.05
20190.080.08
0.000.000.000.000.000.000.000.000.000.000.000.14

Sectors and Top Holdings

Security % Assets
Microsoft Corporation11.30%
Alphabet Inc. Class A10.25%
Apple Inc.10.15%
Amazon.com, Inc.8.37%
Meta Platforms Inc. Class A5.68%
salesforce.com, inc.2.40%
PayPal Holdings, Inc.2.08%
Upstart Holdings, Inc.1.83%
Alibaba Group Holding Ltd. Sponsored ADR1.76%
Snowflake, Inc. Class A1.74%
Just Eat Takeaway.com N.V.1.44%
Intercontinental Exchange, Inc.1.42%
Airbnb, Inc. Class A1.39%
MercadoLibre, Inc.1.38%
Etsy, Inc.1.32%
Top 15 Weights62.51%

Compare with similar ETFs

PLAT FDN HTEC ICVT PNQI XITK
Product nameWisdomTree Modern Tech Platforms FundFirst Trust Dow Jones Internet Index FundROBO Global Healthcare Technology and Innovation ETFiShares Convertible Bond ETFPowerShares NASDAQ Internet Portfolio ETFSPDR FactSet Innovative Technology ETF
IssuerWisdomTreeFirst TrustROBO GlobaliSharesInvescoSPDR
Price$25.437$130.93$26.5$69.13$116.08$96.851
Expense Ratio0.2%worse0.51%worse0.68%0.2%worse0.6%worse0.45%
Average Spread0.393%0.046%0.000%0.072%0.112%0.217%
AUM$9,607,990$5,857,890,000$134,262,000$1,274,420,000$502,810,000$138,751,000
Shares377,71744,740,6535,066,49818,435,1444,331,5811,432,628
Average Daily Volume1,740794,30711,230261,93046,3206,217
Home pageVisit external siteVisit external siteVisit external siteVisit external siteVisit external site
Inception Date2019-05-222006-06-192019-06-252015-06-022008-06-122016-01-13
Index TrackedWisdomtree Growth Leaders IndexDow Jones Internet Composite IndexBloomberg U.S. Convertible Cash Pay Bond > $250MM IndexNASDAQ Internet IndexFactSet Innovative Technology Index
CategoryGlobal EquitiesLarge Cap Growth EquitiesHealth & Biotech EquitiesPreferred Stock/Convertible BondsLarge Cap Growth EquitiesAll Cap Equities
Asset ClassEquityEquityEquityBondEquityEquity
Asset Class SizeLarge/Mid CapsLarge/Mid CapsLarge CapsLarge/Mid/Small Caps
Value or GrowthGrowthGrowthGrowthGrowthGrowth
RegionNorth AmericaNorth AmericaNorth AmericaNorth America
CountriesBroadU.S.U.S.U.S.BroadBroad
Annual Dividend Rate$0.013$0$0.023$7.149$0$0.112
Annual Dividend Yield0.001%0.000%0.001%0.103%0.000%0.001%
Number of Holdings604208293
YTD Return-42.10%-42.10%-39.18%-21.62%-46.13%-49.22%
Beta0.961.230.970.831.231.38
Upside Beta0.250.220.320.450.130.86
Downside Beta-0.17-0.25-0.06-0.06-0.38-0.01
Volatility 1Y37.21%39.46%33.88%18.84%40.31%46.58%
Sharpe Ratio 3Y-0.08-0.100.130.78-0.30-0.14
Treynor Ratio 3Y0.000.000.000.01-0.010.00

Historic volatility

Implied volatility

Put/Call Ratio (option volume)

Put/Call Ratio (open interest)

Volatility Spread

Volatility Skew