Bank of Montreal
NTSI icon

Bank of Montreal’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Bank of Montreal’s Portfolio NTSI Stock Details NTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,190
Closed -$267K – 4126
2024
Q1 		$267K Buy
+7,190
New +$258K ﹤0.01% 2857

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SFC
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WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Bank of Montreal sold out of WisdomTree International Efficient Core Fund (NTSI) in Q2 2024, closing a stake of 7,190 shares — an estimated $267K sold.

Bank of Montreal first reported a position in NTSI in Q1 2024 and held it in 1 quarter. The position peaked at $267K in Q1 2024. 26 funds tracked by Wall St. Rank hold NTSI as of Q2 2024.

  • Bank of Montreal reported no remaining WisdomTree International Efficient Core Fund position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 7,190 WisdomTree International Efficient Core Fund shares in Q2 2024, an estimated $267K.
  • Bank of Montreal first reported a position in WisdomTree International Efficient Core Fund in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's WisdomTree International Efficient Core Fund position peaked at $267K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2024.

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