WisdomTree Modern Tech Platforms Fund

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 yield	0.05%
Expense ratio	0.2%
Average spread	0.393%
1Y roundtrip cost	0.593%

Historic prices

Total Returns (including dividends)

Returns by Year

Returns by Period

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%
2021	0.5%	5.1%	-4.0%	5.9%	-3.1%	7.0%	-2.0%	1.6%	-5.4%	3.8%	-6.1%	-1.9%	1.3%
2020	2.9%	-5.1%	-13.3%	16.4%	10.4%	8.6%	8.4%	9.2%	-4.7%	-0.8%	14.5%	5.2%	51.8%
2019						6.6%	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

Dividends by Year

Dividend Yields by Year

Monthly dividend heatmap

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021												0.01	0.01
2020												0.05	0.05
2019												0.08	0.08
	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.14

Sectors and Top Holdings

Security	% Assets
Microsoft Corporation	11.30%
Alphabet Inc. Class A	10.25%
Apple Inc.	10.15%
Amazon.com, Inc.	8.37%
Meta Platforms Inc. Class A	5.68%
salesforce.com, inc.	2.40%
PayPal Holdings, Inc.	2.08%
Upstart Holdings, Inc.	1.83%
Alibaba Group Holding Ltd. Sponsored ADR	1.76%
Snowflake, Inc. Class A	1.74%
Just Eat Takeaway.com N.V.	1.44%
Intercontinental Exchange, Inc.	1.42%
Airbnb, Inc. Class A	1.39%
MercadoLibre, Inc.	1.38%
Etsy, Inc.	1.32%
Top 15 Weights	62.51%

Compare with similar ETFs

	PLAT	FDN	HTEC	ICVT	PNQI	XITK
Product name	WisdomTree Modern Tech Platforms Fund	First Trust Dow Jones Internet Index Fund	ROBO Global Healthcare Technology and Innovation ETF	iShares Convertible Bond ETF	PowerShares NASDAQ Internet Portfolio ETF	SPDR FactSet Innovative Technology ETF
Issuer	WisdomTree	First Trust	ROBO Global	iShares	Invesco	SPDR
Price	$25.437	$130.93	$26.5	$69.13	$116.08	$96.851
Expense Ratio	0.2%	0.51%	0.68%	0.2%	0.6%	0.45%
Average Spread	0.393%	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
Shares	377,717	44,740,653	5,066,498	18,435,144	4,331,581	1,432,628
Average Daily Volume	1,740	794,307	11,230	261,930	46,320	6,217
Home page	Visit external site	Visit external site	Visit external site	Visit external site	Visit external site	Visit external site
Inception Date	2019-05-22	2006-06-19	2019-06-25	2015-06-02	2008-06-12	2016-01-13
Index Tracked	Wisdomtree Growth Leaders Index	Dow Jones Internet Composite Index		Bloomberg U.S. Convertible Cash Pay Bond > $250MM Index	NASDAQ Internet Index	FactSet Innovative Technology Index
Category	Global Equities	Large Cap Growth Equities	Health & Biotech Equities	Preferred Stock/Convertible Bonds	Large Cap Growth Equities	All Cap Equities
Asset Class	Equity	Equity	Equity	Bond	Equity	Equity
Asset Class Size	Large/Mid Caps	Large/Mid Caps			Large Caps	Large/Mid/Small Caps
Value or Growth	Growth	Growth	Growth		Growth	Growth
Region	North America	North America			North America	North America
Countries	Broad	U.S.	U.S.	U.S.	Broad	Broad
Annual Dividend Rate	$0.013	$0	$0.023	$7.149	$0	$0.112
Annual Dividend Yield	0.001%	0.000%	0.001%	0.103%	0.000%	0.001%
Number of Holdings	60	42		0	82	93
YTD Return	-42.10%	-42.10%	-39.18%	-21.62%	-46.13%	-49.22%
Beta	0.96	1.23	0.97	0.83	1.23	1.38
Upside Beta	0.25	0.22	0.32	0.45	0.13	0.86
Downside Beta	-0.17	-0.25	-0.06	-0.06	-0.38	-0.01
Volatility 1Y	37.21%	39.46%	33.88%	18.84%	40.31%	46.58%
Sharpe Ratio 3Y	-0.08	-0.10	0.13	0.78	-0.30	-0.14
Treynor Ratio 3Y	0.00	0.00	0.00	0.01	-0.01	0.00

Securities Database