Bank of Montreal
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Bank of Montreal’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Bank of Montreal’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,200
Closed -$163K – 3979
2024
Q2 		$163K Buy
+8,200
New +$157K ﹤0.01% 3076
2024
Q1 		– Sell
-135,750
Closed -$2.36M – 4035
2023
Q4 		$2.36M Buy
+135,750
New +$2.37M ﹤0.01% 1607
2016
Q1 		– Sell
-3,164
Closed -$59K – 4261
2015
Q4 		$59K Buy
3,164
+2,895
+1,076% +$55.4K ﹤0.01% 2970
2015
Q3 		$5K Buy
+269
New +$5.42K ﹤0.01% 3638
2015
Q2 		– Sell
-2
Closed – – 3993
2015
Q1 		$0 Hold
2
– – ﹤0.01% 4054
2014
Q4 		$0 Hold
2
– – ﹤0.01% 4066
2014
Q3 		$0 Hold
2
– – ﹤0.01% 4154
2014
Q2 		$0 Hold
2
– – ﹤0.01% 4731
2014
Q1 		$0 Hold
2
– – ﹤0.01% 4047
2013
Q4 		$0 Hold
2
– – ﹤0.01% 3791
2013
Q3 		$0 Hold
2
– – ﹤0.01% 3832
2013
Q2 		$0 Buy
+2
New +$54 ﹤0.01% 3650

Other funds holding GCC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

Bank of Montreal sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2024, closing a stake of 8,200 shares — an estimated $163K sold.

Bank of Montreal first reported a position in GCC in Q2 2013 and held it in 12 quarters. The position peaked at $2.36M in Q4 2023. 48 funds tracked by Wall St. Rank hold GCC as of Q3 2024.

  • Bank of Montreal reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 8,200 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2024, an estimated $163K.
  • Bank of Montreal first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 12 quarters.
  • Bank of Montreal's WisdomTree Enhanced Commodity Strategy Fund position peaked at $2.36M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2024.

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