Bank of Montreal’s WisdomTree India Hedged Equity Fund INDH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-360	Closed	-$15K	–	3782
2024 Q4	$15K	Sell	360 -926,437	-100%	-$39.8M	﹤0.01%	3293
2024 Q3	$42.2M	Buy	926,797 +6,238	+0.7%	+$274K	0.02%	527
2024 Q2	$39.5M	Buy	+920,559	New	+$38.1M	0.01%	547

Other funds holding INDH

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

Bank of Montreal's INDH Position: Q1 2025 in Review

Bank of Montreal sold out of WisdomTree India Hedged Equity Fund (INDH) in Q1 2025, closing a stake of 360 shares — an estimated $15K sold.

Bank of Montreal first reported a position in INDH in Q2 2024 and held it in 3 quarters. The position peaked at $42.2M in Q3 2024. 6 funds tracked by Wall St. Rank hold INDH as of Q1 2025.

Bank of Montreal reported no remaining WisdomTree India Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 360 WisdomTree India Hedged Equity Fund shares in Q1 2025, an estimated $15K.
Bank of Montreal first reported a position in WisdomTree India Hedged Equity Fund in Q2 2024 and held it in 3 quarters.
Bank of Montreal's WisdomTree India Hedged Equity Fund position peaked at $42.2M in Q3 2024.
6 funds tracked by Wall St. Rank held WisdomTree India Hedged Equity Fund as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.