Bank of Montreal’s WisdomTree BioRevolution Fund WDNA Stock Holding History

Bank of Montreal’s Portfolio WDNA Stock Details WDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,700	Closed	-$28.1K	–	3966
2024 Q3	$28.1K	Buy	+1,700	New	+$27.9K	﹤0.01%	3528
2024 Q2	–	Sell	-345	Closed	-$5.95K	–	4278
2024 Q1	$5.95K	Buy	+345	New	+$5.75K	﹤0.01%	3721

Other funds holding WDNA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal's WDNA Position: Q4 2024 in Review

Bank of Montreal sold out of WisdomTree BioRevolution Fund (WDNA) in Q4 2024, closing a stake of 1,700 shares — an estimated $28.1K sold.

Bank of Montreal first reported a position in WDNA in Q1 2024 and held it in 2 quarters. The position peaked at $28.1K in Q3 2024. 3 funds tracked by Wall St. Rank hold WDNA as of Q4 2024.

Bank of Montreal reported no remaining WisdomTree BioRevolution Fund position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 1,700 WisdomTree BioRevolution Fund shares in Q4 2024, an estimated $28.1K.
Bank of Montreal first reported a position in WisdomTree BioRevolution Fund in Q1 2024 and held it in 2 quarters.
Bank of Montreal's WisdomTree BioRevolution Fund position peaked at $28.1K in Q3 2024.
3 funds tracked by Wall St. Rank held WisdomTree BioRevolution Fund as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.