Bank of Montreal’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-688
Closed -$22.4K 4417
2023
Q3
$22.4K Buy
+688
New +$22.5K ﹤0.01% 3548

Bank of Montreal's PLAT Position: Q4 2023 in Review

Bank of Montreal sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 688 shares — an estimated $22.4K sold.

Bank of Montreal first reported a position in PLAT in Q3 2023 and held it in 1 quarter. The position peaked at $22.4K in Q3 2023. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

  • Bank of Montreal reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 688 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $22.4K.
  • Bank of Montreal first reported a position in WisdomTree Growth Leaders Fund in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's WisdomTree Growth Leaders Fund position peaked at $22.4K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.