Trust Company of Vermont’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-400	Closed	-$22K	–	920
2016 Q3	$22K	Hold	400	–	–	﹤0.01%	552
2016 Q2	$21K	Hold	400	–	–	﹤0.01%	514
2016 Q1	$22K	Hold	400	–	–	﹤0.01%	510
2015 Q4	$22K	Hold	400	–	–	﹤0.01%	517
2015 Q3	$21K	Hold	400	–	–	﹤0.01%	527
2015 Q2	$24K	Hold	400	–	–	﹤0.01%	529
2015 Q1	$24K	Hold	400	–	–	﹤0.01%	512
2014 Q4	$22K	Sell	400 -500	-56%	-$28K	﹤0.01%	528
2014 Q3	$51K	Hold	900	–	–	0.01%	393
2014 Q2	$56K	Sell	900 -429	-32%	-$26.3K	0.01%	361
2014 Q1	$80K	Hold	1,329	–	–	0.01%	311
2013 Q4	$79K	Hold	1,329	–	–	0.01%	301
2013 Q3	$75K	Hold	1,329	–	–	0.01%	295
2013 Q2	$67K	Buy	+1,329	New	+$70.7K	0.01%	301

Other funds holding DIM

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

Trust Company of Vermont sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2016, closing a stake of 400 shares — an estimated $22K sold.

Trust Company of Vermont first reported a position in DIM in Q2 2013 and held it in 14 quarters. The position peaked at $80K in Q1 2014. 49 funds tracked by Wall St. Rank hold DIM as of Q4 2016.

Trust Company of Vermont reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Trust Company of Vermont sold 400 WisdomTree International MidCap Dividend Fund shares in Q4 2016, an estimated $22K.
Trust Company of Vermont first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and held it in 14 quarters.
Trust Company of Vermont's WisdomTree International MidCap Dividend Fund position peaked at $80K in Q1 2014.
49 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2016.

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