Bank of Montreal
QSIG

Bank of Montreal’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Bank of Montreal’s Portfolio QSIG Stock Details QSIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,544
Closed -$504K – 4315
2024
Q1 		$504K Buy
10,544
+2,984
+39% +$143K ﹤0.01% 2436
2023
Q4 		$363K Buy
7,560
+5,444
+257% +$256K ﹤0.01% 2734
2023
Q3 		$99.3K Buy
+2,116
New +$99.1K ﹤0.01% 3283

Other funds holding QSIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of Montreal sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2024, closing a stake of 10,544 shares — an estimated $504K sold.

Bank of Montreal first reported a position in QSIG in Q3 2023 and held it in 3 quarters. The position peaked at $504K in Q1 2024. 22 funds tracked by Wall St. Rank hold QSIG as of Q2 2024.

  • Bank of Montreal reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 10,544 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2024, an estimated $504K.
  • Bank of Montreal first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2023 and held it in 3 quarters.
  • Bank of Montreal's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $504K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2024.

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