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Trust Company of Vermont’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Trust Company of Vermont’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$52.9K Hold
1,580
– – ﹤0.01% 555
2025
Q3 		$53.2K Hold
1,580
– – ﹤0.01% 547
2025
Q2 		$50.2K Hold
1,580
– – ﹤0.01% 547
2025
Q1 		$50.5K Sell
1,580
-245
-13% -$8.24K ﹤0.01% 512
2024
Q4 		$62.7K Hold
1,825
– – ﹤0.01% 501
2024
Q3 		$62.9K Hold
1,825
– – ﹤0.01% 489
2024
Q2 		$56.8K Hold
1,825
– – ﹤0.01% 475
2024
Q1 		$59.6K Hold
1,825
– – ﹤0.01% 466
2023
Q4 		$58.7K Sell
1,825
-425
-19% -$12.3K ﹤0.01% 416
2023
Q3 		$63.5K Hold
2,250
– – ﹤0.01% 430
2023
Q2 		$64.8K Hold
2,250
– – ﹤0.01% 446
2023
Q1 		$64.3K Hold
2,250
– – ﹤0.01% 464
2022
Q4 		$64K Sell
2,250
-225
-9% -$6.46K ﹤0.01% 449
2022
Q3 		$64K Hold
2,475
– – 0.01% 450
2022
Q2 		$70K Buy
+2,475
New +$74.3K 0.01% 435
2022
Q1 		– Sell
-2,625
Closed -$86K – 411
2021
Q4 		$86K Buy
+2,625
New +$84.9K 0.01% 419
2021
Q3 		– Sell
-3,395
Closed -$108K – 404
2021
Q2 		$108K Buy
3,395
+756
+29% +$24.4K 0.01% 387
2021
Q1 		$82K Sell
2,639
-75
-3% -$2.21K 0.01% 416
2020
Q4 		$73K Sell
2,714
-2,252
-45% -$54.6K 0.01% 416
2020
Q3 		$105K Hold
4,966
– – 0.01% 343
2020
Q2 		$105K Sell
4,966
-2,740
-36% -$54.4K 0.01% 350
2020
Q1 		$138K Sell
7,706
-51
-0.7% -$1.26K 0.01% 321
2019
Q4 		$223K Sell
7,757
-366
-5% -$10.2K 0.02% 304
2019
Q3 		$223K Sell
8,123
-1,050
-11% -$28K 0.02% 298
2019
Q2 		$249K Sell
9,173
-120
-1% -$3.28K 0.02% 289
2019
Q1 		$256K Sell
9,293
-101
-1% -$2.76K 0.02% 282
2018
Q4 		$230K Hold
9,394
– – 0.02% 276
2018
Q3 		$279K Sell
9,394
-108
-1% -$3.25K 0.02% 276
2018
Q2 		$282K Sell
9,502
-188
-2% -$5.42K 0.03% 277
2018
Q1 		$266K Sell
9,690
-411
-4% -$11.6K 0.03% 280
2017
Q4 		$294K Sell
10,101
-567
-5% -$16.2K 0.03% 275
2017
Q3 		$299K Sell
10,668
-11,082
-51% -$296K 0.03% 269
2017
Q2 		$583K Sell
21,750
-5,103
-19% -$137K 0.06% 210
2017
Q1 		$721K Buy
26,853
+8,268
+44% +$224K 0.08% 181
2016
Q4 		$513K Buy
18,585
+2,058
+12% +$53.2K 0.06% 205
2016
Q3 		$414K Buy
16,527
+1,791
+12% +$44.5K 0.05% 198
2016
Q2 		$352K Sell
14,736
-1,245
-8% -$28.9K 0.05% 205
2016
Q1 		$366K Sell
15,981
-717
-4% -$14.9K 0.05% 202
2015
Q4 		$361K Buy
16,698
+2,502
+18% +$55.4K 0.05% 204
2015
Q3 		$298K Buy
14,196
+3,618
+34% +$80.7K 0.05% 209
2015
Q2 		$248K Buy
10,578
+3,141
+42% +$74.7K 0.04% 219
2015
Q1 		$179K Buy
7,437
+3,897
+110% +$91.7K 0.03% 241
2014
Q4 		$84K Buy
3,540
+1,290
+57% +$29.5K 0.01% 329
2014
Q3 		$49K Hold
2,250
– – 0.01% 397
2014
Q2 		$53K Hold
2,250
– – 0.01% 369
2014
Q1 		$51K Hold
2,250
– – 0.01% 363
2013
Q4 		$51K Buy
+2,250
New +$49.1K 0.01% 351

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trust Company of Vermont's DES Position: Q4 2025 in Review

Trust Company of Vermont held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q4 2025 at 1,580 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Trust Company of Vermont first reported a position in DES in Q4 2013 and has held it in 47 quarters since. The position peaked at $721K in Q1 2017. 340 funds tracked by Wall St. Rank hold DES as of Q4 2025.

  • Trust Company of Vermont held 1,580 shares of WisdomTree US SmallCap Dividend Fund worth $52.9K as of Q4 2025.
  • Trust Company of Vermont left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q4 2025.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #555 holding.
  • Trust Company of Vermont first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2013 and has held it in 47 quarters since.
  • Trust Company of Vermont's WisdomTree US SmallCap Dividend Fund position peaked at $721K in Q1 2017.
  • 340 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.