Bank of Montreal’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
22,769
+12
| +0.1% | +$138 | ﹤0.01% | 2371 |
|
|
2025
Q1 | $203K | Buy |
22,757
+4,055
| +22% | +$36.2K | ﹤0.01% | 2471 |
|
|
2024
Q4 | $196K | Buy |
18,702
+1,951
| +12% | +$20.5K | ﹤0.01% | 2474 |
|
|
2024
Q3 | $169K | Buy |
16,751
+600
| +4% | +$6.05K | ﹤0.01% | 2780 |
|
|
2024
Q2 | $161K | Buy |
16,151
+740
| +5% | +$7.36K | ﹤0.01% | 2805 |
|
|
2024
Q1 | $142K | Buy |
15,411
+400
| +3% | +$3.69K | ﹤0.01% | 2876 |
|
|
2023
Q4 | $108K | Buy |
15,011
+263
| +2% | +$1.89K | ﹤0.01% | 2941 |
|
|
2023
Q3 | $106K | Sell |
14,748
-321
| -2% | -$2.32K | ﹤0.01% | 2843 |
|
|
2023
Q2 | $105K | Sell |
15,069
-6,757
| -31% | -$47.2K | ﹤0.01% | 3051 |
|
|
2023
Q1 | $128K | Buy |
21,826
+6,191
| +40% | +$36.3K | ﹤0.01% | 2908 |
|
|
2022
Q4 | $85.5K | Hold |
15,635
| – | – | ﹤0.01% | 2976 |
|
|
2022
Q3 | $75 | Sell |
15,635
-105
| -0.7% | -$1 | ﹤0.01% | 3068 |
|
|
2022
Q2 | $86 | Sell |
15,740
-17,570
| -53% | -$96 | ﹤0.01% | 3056 |
|
|
2022
Q1 | $190K | Sell |
33,310
-24,267
| -42% | -$138K | ﹤0.01% | 3008 |
|
|
2021
Q4 | $355K | Buy |
57,577
+18,443
| +47% | +$114K | ﹤0.01% | 2568 |
|
|
2021
Q3 | $227K | Sell |
39,134
-921
| -2% | -$5.34K | ﹤0.01% | 3086 |
|
|
2021
Q2 | $265K | Buy |
40,055
+8,956
| +29% | +$59.3K | ﹤0.01% | 2976 |
|
|
2021
Q1 | $202K | Sell |
31,099
-5,008
| -14% | -$32.5K | ﹤0.01% | 2746 |
|
|
2020
Q4 | $194K | Buy |
36,107
+23,357
| +183% | +$125K | ﹤0.01% | 2783 |
|
|
2020
Q3 | $47K | Sell |
12,750
-5,080
| -28% | -$18.7K | ﹤0.01% | 3069 |
|
|
2020
Q2 | $60K | Buy |
17,830
+16,739
| +1,534% | +$56.3K | ﹤0.01% | 2989 |
|
|
2020
Q1 | $2K | Sell |
1,091
-16,079
| -94% | -$29.5K | ﹤0.01% | 3581 |
|
|
2019
Q4 | $84K | Buy |
17,170
+1,133
| +7% | +$5.54K | ﹤0.01% | 3078 |
|
|
2019
Q3 | $83K | Sell |
16,037
-3,142
| -16% | -$16.3K | ﹤0.01% | 2915 |
|
|
2019
Q2 | $117K | Buy |
19,179
+11,976
| +166% | +$73.1K | ﹤0.01% | 2808 |
|
|
2019
Q1 | $51K | Sell |
7,203
-7,733
| -52% | -$54.8K | ﹤0.01% | 2940 |
|
|
2018
Q4 | $100K | Sell |
14,936
-5,070
| -25% | -$33.9K | ﹤0.01% | 2643 |
|
|
2018
Q3 | $170K | Sell |
20,006
-15,979
| -44% | -$136K | ﹤0.01% | 2558 |
|
|
2018
Q2 | $328K | Sell |
35,985
-45,996
| -56% | -$419K | ﹤0.01% | 2274 |
|
|
2018
Q1 | $752K | Sell |
81,981
-484
| -0.6% | -$4.44K | ﹤0.01% | 1899 |
|
|
2017
Q4 | $1.04M | Buy |
82,465
+11,028
| +15% | +$138K | ﹤0.01% | 1769 |
|
|
2017
Q3 | $727K | Buy |
71,437
+21,359
| +43% | +$217K | ﹤0.01% | 1958 |
|
|
2017
Q2 | $508K | Buy |
50,078
+356
| +0.7% | +$3.61K | ﹤0.01% | 2066 |
|
|
2017
Q1 | $451K | Buy |
49,722
+40,294
| +427% | +$365K | ﹤0.01% | 1960 |
|
|
2016
Q4 | $104K | Buy |
9,428
+4,854
| +106% | +$53.5K | ﹤0.01% | 2550 |
|
|
2016
Q3 | $47K | Buy |
4,574
+2,696
| +144% | +$27.7K | ﹤0.01% | 2813 |
|
|
2016
Q2 | $18K | Sell |
1,878
-98
| -5% | -$939 | ﹤0.01% | 3162 |
|
|
2016
Q1 | $22K | Sell |
1,976
-281
| -12% | -$3.13K | ﹤0.01% | 3126 |
|
|
2015
Q4 | $35K | Buy |
2,257
+872
| +63% | +$13.5K | ﹤0.01% | 2968 |
|
|
2015
Q3 | $23K | Sell |
1,385
-5,315
| -79% | -$88.3K | ﹤0.01% | 2975 |
|
|
2015
Q2 | $147K | Hold |
6,700
| – | – | ﹤0.01% | 2348 |
|
|
2015
Q1 | $144K | Sell |
6,700
-2,819
| -30% | -$60.6K | ﹤0.01% | 2281 |
|
|
2014
Q4 | $149K | Sell |
9,519
-3,000
| -24% | -$47K | ﹤0.01% | 2238 |
|
|
2014
Q3 | $142K | Sell |
12,519
-3,090
| -20% | -$35K | ﹤0.01% | 2261 |
|
|
2014
Q2 | $193K | Sell |
15,609
-30,924
| -66% | -$382K | ﹤0.01% | 2144 |
|
|
2014
Q1 | $610K | Buy |
46,533
+4,510
| +11% | +$59.1K | ﹤0.01% | 1534 |
|
|
2013
Q4 | $744K | Buy |
42,023
+4,419
| +12% | +$78.2K | ﹤0.01% | 1398 |
|
|
2013
Q3 | $435K | Sell |
37,604
-210
| -0.6% | -$2.43K | ﹤0.01% | 1553 |
|
|
2013
Q2 | $437K | Buy |
+37,814
| New | +$437K | ﹤0.01% | 1508 |
|