Bank of Montreal’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,486
Closed -$190K 4489
2023
Q4
$190K Buy
+6,486
New +$179K ﹤0.01% 3155
2018
Q3
Sell
-900
Closed -$28K 4937
2018
Q2
$28K Hold
900
﹤0.01% 3637
2018
Q1
$31K Hold
900
﹤0.01% 3419
2017
Q4
$30K Buy
+900
New +$29.1K ﹤0.01% 3460

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

Bank of Montreal sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 6,486 shares — an estimated $190K sold.

Bank of Montreal first reported a position in RESE in Q4 2017 and held it in 4 quarters. The position peaked at $190K in Q4 2023. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.

  • Bank of Montreal reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 6,486 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $190K.
  • Bank of Montreal first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2017 and held it in 4 quarters.
  • Bank of Montreal's WisdomTree Emerging Markets ESG Fund position peaked at $190K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.

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