Bank of Montreal’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $255K | Buy |
15,059
+1,282
| +9% | +$22.7K | ﹤0.01% | 2862 |
|
|
2026
Q1 | $201K | Buy |
13,777
+1,370
| +11% | +$21.2K | ﹤0.01% | 2922 |
|
|
2025
Q4 | $151K | Sell |
12,407
-602
| -5% | -$7.27K | ﹤0.01% | 2928 |
|
|
2025
Q3 | $181K | Sell |
13,009
-9,760
| -43% | -$130K | ﹤0.01% | 2812 |
|
|
2025
Q2 | $262K | Buy |
22,769
+12
| +0.1% | +$112 | ﹤0.01% | 2651 |
|
|
2025
Q1 | $203K | Buy |
22,757
+4,055
| +22% | +$37.8K | ﹤0.01% | 2729 |
|
|
2024
Q4 | $196K | Buy |
18,702
+1,951
| +12% | +$21.1K | ﹤0.01% | 2770 |
|
|
2024
Q3 | $169K | Buy |
16,751
+600
| +4% | +$6.1K | ﹤0.01% | 3091 |
|
|
2024
Q2 | $161K | Buy |
16,151
+740
| +5% | +$6.96K | ﹤0.01% | 3082 |
|
|
2024
Q1 | $142K | Buy |
15,411
+400
| +3% | +$3.06K | ﹤0.01% | 3185 |
|
|
2023
Q4 | $108K | Buy |
15,011
+263
| +2% | +$1.74K | ﹤0.01% | 3356 |
|
|
2023
Q3 | $106K | Sell |
14,748
-321
| -2% | -$2.25K | ﹤0.01% | 3264 |
|
|
2023
Q2 | $105K | Sell |
15,069
-6,757
| -31% | -$45.2K | ﹤0.01% | 3436 |
|
|
2023
Q1 | $128K | Buy |
21,826
+6,191
| +40% | +$36.1K | ﹤0.01% | 3177 |
|
|
2022
Q4 | $85.5K | Hold |
15,635
| – | – | ﹤0.01% | 3405 |
|
|
2022
Q3 | $75 | Sell |
15,635
-105
| -0.7% | -$537 | ﹤0.01% | 3537 |
|
|
2022
Q2 | $86 | Sell |
15,740
-17,570
| -53% | -$101K | ﹤0.01% | 3492 |
|
|
2022
Q1 | $190K | Sell |
33,310
-24,267
| -42% | -$139K | ﹤0.01% | 3478 |
|
|
2021
Q4 | $355K | Buy |
57,577
+18,443
| +47% | +$114K | ﹤0.01% | 2631 |
|
|
2021
Q3 | $227K | Sell |
39,134
-921
| -2% | -$5.65K | ﹤0.01% | 3276 |
|
|
2021
Q2 | $265K | Buy |
40,055
+8,956
| +29% | +$59.1K | ﹤0.01% | 3107 |
|
|
2021
Q1 | $202K | Sell |
31,099
-5,008
| -14% | -$28.7K | ﹤0.01% | 3115 |
|
|
2020
Q4 | $194K | Buy |
36,107
+23,357
| +183% | +$101K | ﹤0.01% | 3227 |
|
|
2020
Q3 | $47K | Sell |
12,750
-5,080
| -28% | -$18.3K | ﹤0.01% | 3465 |
|
|
2020
Q2 | $60K | Buy |
17,830
+16,739
| +1,534% | +$50.9K | ﹤0.01% | 3350 |
|
|
2020
Q1 | $2K | Sell |
1,091
-16,079
| -94% | -$62.3K | ﹤0.01% | 3894 |
|
|
2019
Q4 | $84K | Buy |
17,170
+1,133
| +7% | +$5.62K | ﹤0.01% | 3588 |
|
|
2019
Q3 | $83K | Sell |
16,037
-3,142
| -16% | -$17.8K | ﹤0.01% | 3391 |
|
|
2019
Q2 | $117K | Buy |
19,179
+11,976
| +166% | +$81.3K | ﹤0.01% | 3245 |
|
|
2019
Q1 | $51K | Sell |
7,203
-7,733
| -52% | -$53.2K | ﹤0.01% | 3336 |
|
|
2018
Q4 | $100K | Sell |
14,936
-5,070
| -25% | -$36.8K | ﹤0.01% | 2949 |
|
|
2018
Q3 | $170K | Sell |
20,006
-15,979
| -44% | -$136K | ﹤0.01% | 2839 |
|
|
2018
Q2 | $328K | Sell |
35,985
-45,996
| -56% | -$480K | ﹤0.01% | 2542 |
|
|
2018
Q1 | $752K | Sell |
81,981
-484
| -0.6% | -$5.23K | ﹤0.01% | 2049 |
|
|
2017
Q4 | $1.03M | Buy |
82,465
+11,028
| +15% | +$127K | ﹤0.01% | 1937 |
|
|
2017
Q3 | $727K | Buy |
71,437
+21,359
| +43% | +$207K | ﹤0.01% | 2119 |
|
|
2017
Q2 | $508K | Buy |
50,078
+356
| +0.7% | +$3.29K | ﹤0.01% | 2264 |
|
|
2017
Q1 | $451K | Buy |
49,722
+40,294
| +427% | +$390K | ﹤0.01% | 2138 |
|
|
2016
Q4 | $104K | Buy |
9,428
+4,854
| +106% | +$50.6K | ﹤0.01% | 2822 |
|
|
2016
Q3 | $47K | Buy |
4,574
+2,696
| +144% | +$28.1K | ﹤0.01% | 3068 |
|
|
2016
Q2 | $18K | Sell |
1,878
-98
| -5% | -$1.08K | ﹤0.01% | 3429 |
|
|
2016
Q1 | $22K | Sell |
1,976
-281
| -12% | -$3.37K | ﹤0.01% | 3372 |
|
|
2015
Q4 | $35K | Buy |
2,257
+872
| +63% | +$16K | ﹤0.01% | 3178 |
|
|
2015
Q3 | $23K | Sell |
1,385
-5,315
| -79% | -$112K | ﹤0.01% | 3208 |
|
|
2015
Q2 | $147K | Hold |
6,700
| – | – | ﹤0.01% | 2547 |
|
|
2015
Q1 | $144K | Sell |
6,700
-2,819
| -30% | -$52.6K | ﹤0.01% | 2486 |
|
|
2014
Q4 | $149K | Sell |
9,519
-3,000
| -24% | -$41.7K | ﹤0.01% | 2590 |
|
|
2014
Q3 | $142K | Sell |
12,519
-3,090
| -20% | -$35.1K | ﹤0.01% | 2678 |
|
|
2014
Q2 | $193K | Sell |
15,609
-30,924
| -66% | -$350K | ﹤0.01% | 2526 |
|
|
2014
Q1 | $610K | Buy |
46,533
+4,510
| +11% | +$68.9K | ﹤0.01% | 1939 |
|
|
2013
Q4 | $744K | Buy |
42,023
+4,419
| +12% | +$62.9K | ﹤0.01% | 1623 |
|
|
2013
Q3 | $435K | Sell |
37,604
-210
| -0.6% | -$2.54K | ﹤0.01% | 1870 |
|
|
2013
Q2 | $437K | Buy |
+37,814
| New | +$442K | ﹤0.01% | 1812 |
|
Other funds holding WT
VPM
ACL
VCM
DCM
Bank of Montreal's WT Position: Q2 2026 in Review
Bank of Montreal increased its WisdomTree (WT) stake by 9.3% in Q2 2026, buying an estimated $22.7K and bringing the position to 15,059 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.
Bank of Montreal first reported a position in WT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.03M in Q4 2017. 269 funds tracked by Wall St. Rank hold WT as of Q2 2026.
- Bank of Montreal held 15,059 shares of WisdomTree worth $255K as of Q2 2026.
- Bank of Montreal bought 1,282 WisdomTree shares in Q2 2026, an estimated $22.7K.
- WisdomTree made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2862 holding.
- Bank of Montreal first reported a position in WisdomTree in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's WisdomTree position peaked at $1.03M in Q4 2017.
- 269 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.