Bank of Montreal
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Bank of Montreal’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Bank of Montreal’s Portfolio EES Stock Details EES Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$26K Buy
2021
Q3 		– Sell
2021
Q2 		$88K Buy
2016
Q1 		– Sell
2015
Q4 		$44K Buy
2015
Q3 		$22K Hold
2015
Q2 		$25K Hold
2015
Q1 		$25K Hold
2014
Q4 		$25K Hold
2014
Q3 		$23K Sell
2014
Q2 		$29K Buy