Bank of Montreal
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Bank of Montreal’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Bank of Montreal’s Portfolio EMCB Stock Details EMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,836
Closed -$965K – 3941
2024
Q2 		$965K Buy
+14,836
New +$954K ﹤0.01% 2040
2023
Q4 		– Sell
-7,396
Closed -$462K – 4050
2023
Q3 		$462K Buy
+7,396
New +$461K ﹤0.01% 2512

Other funds holding EMCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's EMCB Position: Q3 2024 in Review

Bank of Montreal sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2024, closing a stake of 14,836 shares — an estimated $965K sold.

Bank of Montreal first reported a position in EMCB in Q3 2023 and held it in 2 quarters. The position peaked at $965K in Q2 2024. 18 funds tracked by Wall St. Rank hold EMCB as of Q3 2024.

  • Bank of Montreal reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 14,836 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2024, an estimated $965K.
  • Bank of Montreal first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2023 and held it in 2 quarters.
  • Bank of Montreal's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $965K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.