Bank of Montreal
QIG

Bank of Montreal’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Bank of Montreal’s Portfolio QIG Stock Details QIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,064
Closed -$47.9K – 4407
2023
Q4 		$47.9K Buy
1,064
+681
+178% +$29.1K ﹤0.01% 3576
2023
Q3 		$16.6K Buy
+383
New +$16.5K ﹤0.01% 3578

Other funds holding QIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal's QIG Position: Q1 2024 in Review

Bank of Montreal sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2024, closing a stake of 1,064 shares — an estimated $47.9K sold.

Bank of Montreal first reported a position in QIG in Q3 2023 and held it in 2 quarters. The position peaked at $47.9K in Q4 2023. 10 funds tracked by Wall St. Rank hold QIG as of Q1 2024.

  • Bank of Montreal reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,064 WisdomTree U.S. Corporate Bond Fund shares in Q1 2024, an estimated $47.9K.
  • Bank of Montreal first reported a position in WisdomTree U.S. Corporate Bond Fund in Q3 2023 and held it in 2 quarters.
  • Bank of Montreal's WisdomTree U.S. Corporate Bond Fund position peaked at $47.9K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.