Trust Company of Vermont’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,250	Closed	-$58K	–	788
2015 Q3	$58K	Hold	2,250	–	–	0.01%	369
2015 Q2	$62K	Hold	2,250	–	–	0.01%	371
2015 Q1	$65K	Hold	2,250	–	–	0.01%	366
2014 Q4	$63K	Hold	2,250	–	–	0.01%	364
2014 Q3	$59K	Hold	2,250	–	–	0.01%	364
2014 Q2	$61K	Hold	2,250	–	–	0.01%	350
2014 Q1	$58K	Hold	2,250	–	–	0.01%	348
2013 Q4	$56K	Buy	+2,250	New	+$54.3K	0.01%	339

Other funds holding DON

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

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trust Company of Vermont's DON Position: Q4 2015 in Review

Trust Company of Vermont sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2015, closing a stake of 2,250 shares — an estimated $58K sold.

Trust Company of Vermont first reported a position in DON in Q4 2013 and held it in 8 quarters. The position peaked at $65K in Q1 2015. 153 funds tracked by Wall St. Rank hold DON as of Q4 2015.

Trust Company of Vermont reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
Trust Company of Vermont sold 2,250 WisdomTree US MidCap Dividend Fund shares in Q4 2015, an estimated $58K.
Trust Company of Vermont first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2013 and held it in 8 quarters.
Trust Company of Vermont's WisdomTree US MidCap Dividend Fund position peaked at $65K in Q1 2015.
153 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2015.

Based on Trust Company of Vermont's 13F filing for Q4 2015, filed 29 Jan 2016.