Trust Company of Vermont’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Trust Company of Vermont’s Portfolio CEW Stock Details CEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$9K	–	917
2016 Q3	$9K	Hold	500	–	–	﹤0.01%	683
2016 Q2	$9K	Hold	500	–	–	﹤0.01%	624
2016 Q1	$9K	Hold	500	–	–	﹤0.01%	607
2015 Q4	$8K	Hold	500	–	–	﹤0.01%	644
2015 Q3	$8K	Hold	500	–	–	﹤0.01%	655
2015 Q2	$9K	Hold	500	–	–	﹤0.01%	656
2015 Q1	$9K	Hold	500	–	–	﹤0.01%	645
2014 Q4	$9K	Hold	500	–	–	﹤0.01%	651
2014 Q3	$10K	Hold	500	–	–	﹤0.01%	636
2014 Q2	$10K	Buy	+500	New	+$10.2K	﹤0.01%	623

Other funds holding CEW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Trust Company of Vermont's CEW Position: Q4 2016 in Review

Trust Company of Vermont sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q4 2016, closing a stake of 500 shares — an estimated $9K sold.

Trust Company of Vermont first reported a position in CEW in Q2 2014 and held it in 10 quarters. The position peaked at $10K in Q3 2014. 26 funds tracked by Wall St. Rank hold CEW as of Q4 2016.

Trust Company of Vermont reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q4 2016 after selling out during the quarter.
Trust Company of Vermont sold 500 WisdomTree Emerging Currency Strategy Fund shares in Q4 2016, an estimated $9K.
Trust Company of Vermont first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2014 and held it in 10 quarters.
Trust Company of Vermont's WisdomTree Emerging Currency Strategy Fund position peaked at $10K in Q3 2014.
26 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2016.

Based on Trust Company of Vermont's 13F filing for Q4 2016, filed 1 Feb 2017.