Bank of Montreal
DWMF icon

Bank of Montreal’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Bank of Montreal’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,500
Closed -$466K – 3608
2024
Q3 		$466K Buy
+16,500
New +$451K ﹤0.01% 2468
2024
Q2 		– Sell
-30,920
Closed -$821K – 3937
2024
Q1 		$821K Buy
30,920
+15,194
+97% +$390K ﹤0.01% 2119
2023
Q4 		$397K Buy
+15,726
New +$389K ﹤0.01% 2678
2023
Q2 		– Sell
-1,331
Closed -$33.1K – 4041
2023
Q1 		$33.1K Buy
+1,331
New +$32.7K ﹤0.01% 3440

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Bank of Montreal's DWMF Position: Q4 2024 in Review

Bank of Montreal sold out of WisdomTree International Multifactor Fund (DWMF) in Q4 2024, closing a stake of 16,500 shares — an estimated $466K sold.

Bank of Montreal first reported a position in DWMF in Q1 2023 and held it in 4 quarters. The position peaked at $821K in Q1 2024. 15 funds tracked by Wall St. Rank hold DWMF as of Q4 2024.

  • Bank of Montreal reported no remaining WisdomTree International Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 16,500 WisdomTree International Multifactor Fund shares in Q4 2024, an estimated $466K.
  • Bank of Montreal first reported a position in WisdomTree International Multifactor Fund in Q1 2023 and held it in 4 quarters.
  • Bank of Montreal's WisdomTree International Multifactor Fund position peaked at $821K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.