Bank of Montreal’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Bank of Montreal’s Portfolio ELD Stock Details ELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,740	Closed	-$583K	–	3616
2024 Q3	$583K	Buy	+20,740	New	+$563K	﹤0.01%	2310
2023 Q3	–	Sell	-69,723	Closed	-$1.93M	–	3911
2023 Q2	$1.93M	Buy	+69,723	New	+$1.89M	﹤0.01%	1838
2016 Q1	–	Sell	-857	Closed	-$29K	–	4238
2015 Q4	$29K	Buy	+857	New	+$30.3K	﹤0.01%	3252
2015 Q1	–	Sell	-619	Closed	-$26K	–	4025
2014 Q4	$26K	Sell	619 -7,751	-93%	-$338K	﹤0.01%	3274
2014 Q3	$373K	Hold	8,370	–	–	﹤0.01%	2223
2014 Q2	$398K	Hold	8,370	–	–	﹤0.01%	2206
2014 Q1	$384K	Hold	8,370	–	–	﹤0.01%	2192
2013 Q4	$385K	Hold	8,370	–	–	﹤0.01%	1927
2013 Q3	$394K	Hold	8,370	–	–	﹤0.01%	1920
2013 Q2	$402K	Buy	+8,370	New	+$433K	﹤0.01%	1855

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of Montreal sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2024, closing a stake of 20,740 shares — an estimated $583K sold.

Bank of Montreal first reported a position in ELD in Q2 2013 and held it in 10 quarters. The position peaked at $1.93M in Q2 2023. 48 funds tracked by Wall St. Rank hold ELD as of Q4 2024.

Bank of Montreal reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 20,740 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2024, an estimated $583K.
Bank of Montreal first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 10 quarters.
Bank of Montreal's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.93M in Q2 2023.
48 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2024.

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