Bank of Montreal’s WisdomTree True Emerging Markets Fund XC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21,000	Closed	-$645K	–	4288
2024 Q1	$645K	Buy	+21,000	New	+$622K	﹤0.01%	2266
2023 Q4	–	Sell	-10,078	Closed	-$281K	–	4332
2023 Q3	$281K	Buy	10,078 +1,078	+12%	+$29.7K	﹤0.01%	2853
2023 Q2	$254K	Buy	+9,000	New	+$239K	﹤0.01%	3067

Other funds holding XC

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Bank of Montreal sold out of WisdomTree True Emerging Markets Fund (XC) in Q2 2024, closing a stake of 21,000 shares — an estimated $645K sold.

Bank of Montreal first reported a position in XC in Q2 2023 and held it in 3 quarters. The position peaked at $645K in Q1 2024. 17 funds tracked by Wall St. Rank hold XC as of Q2 2024.

Bank of Montreal reported no remaining WisdomTree True Emerging Markets Fund position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 21,000 WisdomTree True Emerging Markets Fund shares in Q2 2024, an estimated $645K.
Bank of Montreal first reported a position in WisdomTree True Emerging Markets Fund in Q2 2023 and held it in 3 quarters.
Bank of Montreal's WisdomTree True Emerging Markets Fund position peaked at $645K in Q1 2024.
17 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2024.

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