Bank Of Montreal Wisdomtree Tr Transaction History

Bank Of Montreal

$192 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$43.38 - $46.0 $52,056 - $55,200	1,200 New	1,200 $52,000
Q1 2024 May 13, 2024	SELL	$41.39 - $45.98 $3,352 - $3,724	-81 Reduced 46.29%	94 $4,000
Q3 2023 Nov 01, 2023	SELL	$38.54 - $40.44 $201,988 - $211,946	-5,241 Reduced 96.77%	175 $6,000
Q2 2023 Aug 02, 2023	SELL	$39.29 - $40.67 $4.03 Million - $4.17 Million	-102,650 Reduced 94.99%	5,416 $217,000
Q1 2023 Jun 13, 2024	BUY	$36.38 - $39.42 $193,032 - $209,162	5,306 Added 5644.68%	5,400 $212,000
Q4 2022 Feb 01, 2023	BUY	$35.63 - $40.75 $3.69 Million - $4.22 Million	103,459 Added 2245.69%	108,066 $3.85 Million
Q3 2022 Nov 10, 2022	BUY	$35.81 - $40.82 $164,976 - $188,057	4,607 New	4,607 $174,000

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.65M
Shares

$301 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$270 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$161 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.75M
Shares

$79 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$77.4 Million
0.03% of portfolio

About WISDOMTREE TR

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