Bank of Montreal’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,780	Closed	-$97K	–	3999
2024 Q1	$97K	Sell	3,780 -720	-16%	-$15.9K	﹤0.01%	3294
2023 Q4	$109K	Buy	4,500 +2,944	+189%	+$66K	﹤0.01%	3353
2023 Q3	$36.5K	Buy	+1,556	New	+$36.8K	﹤0.01%	3485

Other funds holding GDMN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's GDMN Position: Q2 2024 in Review

Bank of Montreal sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q2 2024, closing a stake of 3,780 shares — an estimated $97K sold.

Bank of Montreal first reported a position in GDMN in Q3 2023 and held it in 3 quarters. The position peaked at $109K in Q4 2023. 5 funds tracked by Wall St. Rank hold GDMN as of Q2 2024.

Bank of Montreal reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 3,780 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2024, an estimated $97K.
Bank of Montreal first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q3 2023 and held it in 3 quarters.
Bank of Montreal's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $109K in Q4 2023.
5 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.