Bank of Montreal
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Bank of Montreal’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Bank of Montreal’s Portfolio WTMF Stock Details WTMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-59
Closed -$2.22K – 4286
2024
Q1 		$2.22K Buy
+59
New +$2.12K ﹤0.01% 3789
2023
Q2 		– Sell
-57,000
Closed -$1.92M – 4333
2023
Q1 		$1.92M Buy
+57,000
New +$1.85M ﹤0.01% 1706

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of Montreal's WTMF Position: Q2 2024 in Review

Bank of Montreal sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2024, closing a stake of 59 shares — an estimated $2.22K sold.

Bank of Montreal first reported a position in WTMF in Q1 2023 and held it in 2 quarters. The position peaked at $1.92M in Q1 2023. 51 funds tracked by Wall St. Rank hold WTMF as of Q2 2024.

  • Bank of Montreal reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 59 WisdomTree Managed Futures Strategy Fund shares in Q2 2024, an estimated $2.22K.
  • Bank of Montreal first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2023 and held it in 2 quarters.
  • Bank of Montreal's WisdomTree Managed Futures Strategy Fund position peaked at $1.92M in Q1 2023.
  • 51 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.