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WisdomTree Growth Leaders Fund (PLAT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717Y7177

CUSIP

97717Y717

Issuer

WisdomTree

Inception Date

May 22, 2019

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

Wisdomtree Growth Leaders Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Growth

Expense Ratio

PLAT has an expense ratio of 0.20%, which is considered low compared to other funds.


Expense ratio chart for PLAT: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PLAT vs. OGIG PLAT vs. SCHG
Popular comparisons:
PLAT vs. OGIG PLAT vs. SCHG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree Growth Leaders Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


PLAT (WisdomTree Growth Leaders Fund)
Benchmark (^GSPC)

Returns By Period


PLAT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of PLAT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202314.72%-4.79%7.77%-0.08%4.45%5.67%8.49%-6.07%-5.56%-1.75%22.75%
2022-11.95%-5.26%0.23%-15.86%-6.89%-7.76%9.94%-3.70%-11.51%2.00%5.55%-7.93%-43.90%
20210.50%5.08%-4.01%5.86%-3.11%7.01%-2.02%1.55%-5.39%3.85%-6.14%-0.97%1.10%
20202.88%-5.06%-13.26%16.45%10.35%8.61%8.45%9.18%-4.67%-0.81%14.45%5.21%59.41%
2019-2.12%6.65%2.72%-2.05%-3.64%2.24%4.42%3.02%11.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree Growth Leaders Fund (PLAT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
PLAT
^GSPC

There is not enough data available to calculate the Sharpe ratio for WisdomTree Growth Leaders Fund. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
PLAT (WisdomTree Growth Leaders Fund)
Benchmark (^GSPC)

Dividends

Dividend History


0.05%0.10%0.15%0.20%0.25%0.30%$0.00$0.02$0.04$0.06$0.082019202020212022
Dividends
Dividend Yield
Period2022202120202019
Dividend$0.04$0.01$0.05$0.08

Dividend yield

0.16%0.03%0.11%0.29%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree Growth Leaders Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2019$0.08$0.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


PLAT (WisdomTree Growth Leaders Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree Growth Leaders Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree Growth Leaders Fund was 51.78%, occurring on Nov 9, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.78%Feb 17, 2021437Nov 9, 2022
-32.4%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-11.03%Sep 3, 202014Sep 23, 202031Nov 5, 202045
-9.34%Jul 29, 201947Oct 2, 201955Dec 19, 2019102
-4.48%Jun 11, 20201Jun 11, 20203Jun 16, 20204

Volatility

Volatility Chart

The current WisdomTree Growth Leaders Fund volatility is 3.47%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


PLAT (WisdomTree Growth Leaders Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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