Bank of Montreal
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Bank of Montreal’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Bank of Montreal’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-74,683
Closed -$1.57M – 4381
2023
Q4 		$1.57M Buy
74,683
+24,440
+49% +$445K ﹤0.01% 1806
2023
Q3 		$916K Buy
+50,243
New +$934K ﹤0.01% 2102

Other funds holding WTAI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Bank of Montreal sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2024, closing a stake of 74,683 shares — an estimated $1.57M sold.

Bank of Montreal first reported a position in WTAI in Q3 2023 and held it in 2 quarters. The position peaked at $1.57M in Q4 2023. 80 funds tracked by Wall St. Rank hold WTAI as of Q1 2024.

  • Bank of Montreal reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 74,683 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2024, an estimated $1.57M.
  • Bank of Montreal first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and held it in 2 quarters.
  • Bank of Montreal's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.57M in Q4 2023.
  • 80 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2024.

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