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Trust Company of Vermont’s WisdomTree US High Dividend Fund DHS Stock Holding History

Trust Company of Vermont’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-375
Closed -$26K – 763
2020
Q4 		$26K Buy
+375
New +$25K ﹤0.01% 515

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Bank of America
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Trust Company of Vermont's DHS Position: Q1 2021 in Review

Trust Company of Vermont sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2021, closing a stake of 375 shares — an estimated $26K sold.

Trust Company of Vermont first reported a position in DHS in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 158 funds tracked by Wall St. Rank hold DHS as of Q1 2021.

  • Trust Company of Vermont reported no remaining WisdomTree US High Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Trust Company of Vermont sold 375 WisdomTree US High Dividend Fund shares in Q1 2021, an estimated $26K.
  • Trust Company of Vermont first reported a position in WisdomTree US High Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Trust Company of Vermont's WisdomTree US High Dividend Fund position peaked at $26K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2021.

Based on Trust Company of Vermont's 13F filing for Q1 2021, filed 16 Apr 2021.