Bank of Montreal
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Bank of Montreal’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bank of Montreal’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-900
Closed -$51.4K – 3948
2024
Q2 		$51.4K Hold
900
– – ﹤0.01% 3417
2024
Q1 		$50K Hold
900
– – ﹤0.01% 3452
2023
Q4 		$45.4K Hold
900
– – ﹤0.01% 3591
2023
Q3 		$43.1K Hold
900
– – ﹤0.01% 3453
2023
Q2 		$42.1K Hold
900
– – ﹤0.01% 3628
2023
Q1 		$39.4K Sell
900
-196
-18% -$8.46K ﹤0.01% 3413
2022
Q4 		$47.2K Hold
1,096
– – ﹤0.01% 3553
2022
Q3 		$50 Hold
1,096
– – ﹤0.01% 3635
2022
Q2 		$46 Hold
1,096
– – ﹤0.01% 3648
2022
Q1 		$54K Hold
1,096
– – ﹤0.01% 3779
2021
Q4 		$56K Hold
1,096
– – ﹤0.01% 3221
2021
Q3 		$52K Hold
1,096
– – ﹤0.01% 3553
2021
Q2 		$51K Buy
1,096
+196
+22% +$8.91K ﹤0.01% 3417
2021
Q1 		$40K Buy
+900
New +$37.5K ﹤0.01% 3792

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2024, closing a stake of 900 shares — an estimated $51.4K sold.

Bank of Montreal first reported a position in EPS in Q1 2021 and held it in 14 quarters. The position peaked at $56K in Q4 2021. 117 funds tracked by Wall St. Rank hold EPS as of Q3 2024.

  • Bank of Montreal reported no remaining WisdomTree US LargeCap Fund position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 900 WisdomTree US LargeCap Fund shares in Q3 2024, an estimated $51.4K.
  • Bank of Montreal first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and held it in 14 quarters.
  • Bank of Montreal's WisdomTree US LargeCap Fund position peaked at $56K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2024.

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