Bank of Montreal
EZM icon

Bank of Montreal’s WisdomTree US MidCap Fund EZM Stock Holding History

Bank of Montreal’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-797
Closed -$41K – 3599
2021
Q3 		$41K Buy
+797
New +$41.9K ﹤0.01% 3582
2016
Q1 		– Sell
-183
Closed -$5K – 4246
2015
Q4 		$5K Buy
+183
New +$5.49K ﹤0.01% 3788
2015
Q3 		– Sell
-183
Closed -$6K – 4029
2015
Q2 		$6K Buy
+183
New +$5.9K ﹤0.01% 3591

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal's EZM Position: Q4 2021 in Review

Bank of Montreal sold out of WisdomTree US MidCap Fund (EZM) in Q4 2021, closing a stake of 797 shares — an estimated $41K sold.

Bank of Montreal first reported a position in EZM in Q2 2015 and held it in 3 quarters. The position peaked at $41K in Q3 2021. 146 funds tracked by Wall St. Rank hold EZM as of Q4 2021.

  • Bank of Montreal reported no remaining WisdomTree US MidCap Fund position as of Q4 2021 after selling out during the quarter.
  • Bank of Montreal sold 797 WisdomTree US MidCap Fund shares in Q4 2021, an estimated $41K.
  • Bank of Montreal first reported a position in WisdomTree US MidCap Fund in Q2 2015 and held it in 3 quarters.
  • Bank of Montreal's WisdomTree US MidCap Fund position peaked at $41K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2021.

Based on Bank of Montreal's 13F filing for Q4 2021, filed 11 Feb 2022.