Trust Company of Vermont’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$21.7K	Hold	246	–	–	﹤0.01%	733
2025 Q3	$21.4K	Hold	246	–	–	﹤0.01%	729
2025 Q2	$20.2K	Hold	246	–	–	﹤0.01%	713
2025 Q1	$19.5K	Hold	246	–	–	﹤0.01%	675
2024 Q4	$19.1K	Hold	246	–	–	﹤0.01%	689
2024 Q3	$19.3K	Hold	246	–	–	﹤0.01%	663
2024 Q2	$17.9K	Hold	246	–	–	﹤0.01%	626
2024 Q1	$17.8K	Buy	+246	New	+$16.9K	﹤0.01%	640
2023 Q4	–	Sell	-246	Closed	-$15.1K	–	823
2023 Q3	$15.1K	Hold	246	–	–	﹤0.01%	610
2023 Q2	$15.6K	Hold	246	–	–	﹤0.01%	617
2023 Q1	$15.2K	Hold	246	–	–	﹤0.01%	638
2022 Q4	$15.2K	Hold	246	–	–	﹤0.01%	620
2022 Q3	$14K	Hold	246	–	–	﹤0.01%	650
2022 Q2	$15K	Buy	+246	New	+$15.5K	﹤0.01%	614

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

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

Trust Company of Vermont held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q4 2025 at 246 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Trust Company of Vermont first reported a position in DLN in Q2 2022 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

Trust Company of Vermont held 246 shares of WisdomTree US LargeCap Dividend Fund worth $21.7K as of Q4 2025.
Trust Company of Vermont left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #733 holding.
Trust Company of Vermont first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 14 quarters since.
458 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

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