Bank of Montreal
AGZD icon

Bank of Montreal’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Bank of Montreal’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,542
Closed -$38K – 3957
2014
Q4 		$38K Buy
+1,542
New +$38.2K ﹤0.01% 3141

Other funds holding AGZD

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Bank of Montreal's AGZD Position: Q1 2015 in Review

Bank of Montreal sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2015, closing a stake of 1,542 shares — an estimated $38K sold.

Bank of Montreal first reported a position in AGZD in Q4 2014 and held it in 1 quarter. The position peaked at $38K in Q4 2014. 13 funds tracked by Wall St. Rank hold AGZD as of Q1 2015.

  • Bank of Montreal reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2015 after selling out during the quarter.
  • Bank of Montreal sold 1,542 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2015, an estimated $38K.
  • Bank of Montreal first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2014 and held it in 1 quarter.
  • Bank of Montreal's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $38K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2015.

Based on Bank of Montreal's 13F filing for Q1 2015, filed 13 May 2015.