Trust Company of Vermont’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13	Closed	-$601	–	822
2023 Q3	$601	Buy	+13	New	+$621	﹤0.01%	780
2023 Q1	–	Sell	-170	Closed	-$7.48K	–	880
2022 Q4	$7.48K	Hold	170	–	–	﹤0.01%	730
2022 Q3	$7K	Buy	+170	New	+$7.51K	﹤0.01%	776

Other funds holding DGS

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

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

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Trust Company of Vermont's DGS Position: Q4 2023 in Review

Trust Company of Vermont sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2023, closing a stake of 13 shares — an estimated $601 sold.

Trust Company of Vermont first reported a position in DGS in Q3 2022 and held it in 3 quarters. The position peaked at $7.48K in Q4 2022. 213 funds tracked by Wall St. Rank hold DGS as of Q4 2023.

Trust Company of Vermont reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Trust Company of Vermont sold 13 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2023, an estimated $601.
Trust Company of Vermont first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2022 and held it in 3 quarters.
Trust Company of Vermont's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $7.48K in Q4 2022.
213 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.