Trust Company of Vermont’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $26.7K | Hold |
400
| – | – | ﹤0.01% | 692 |
|
|
2025
Q3 | $26.4K | Hold |
400
| – | – | ﹤0.01% | 688 |
|
|
2025
Q2 | $24.7K | Hold |
400
| – | – | ﹤0.01% | 672 |
|
|
2025
Q1 | $23.8K | Hold |
400
| – | – | ﹤0.01% | 639 |
|
|
2024
Q4 | $25K | Hold |
400
| – | – | ﹤0.01% | 638 |
|
|
2024
Q3 | $24.9K | Hold |
400
| – | – | ﹤0.01% | 624 |
|
|
2024
Q2 | $23.1K | Hold |
400
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $24.4K | Hold |
400
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $23K | Hold |
400
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $20.3K | Hold |
400
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $21.2K | Hold |
400
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $19.9K | Buy |
+400
| New | +$20.6K | ﹤0.01% | 599 |
|
|
2018
Q3 | – | Sell |
-76
| Closed | -$3K | – | 1073 |
|
|
2018
Q2 | $3K | Buy |
76
+12
| +19% | +$476 | ﹤0.01% | 998 |
|
|
2018
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 909 |
|
|
2017
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 894 |
|
|
2017
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 886 |
|
|
2017
Q2 | $2K | Sell |
64
-11
| -15% | -$390 | ﹤0.01% | 924 |
|
|
2017
Q1 | $3K | Sell |
75
-18
| -19% | -$630 | ﹤0.01% | 806 |
|
|
2016
Q4 | $3K | Hold |
93
| – | – | ﹤0.01% | 810 |
|
|
2016
Q3 | $3K | Sell |
93
-21
| -18% | -$664 | ﹤0.01% | 770 |
|
|
2016
Q2 | $3K | Hold |
114
| – | – | ﹤0.01% | 776 |
|
|
2016
Q1 | $3K | Hold |
114
| – | – | ﹤0.01% | 689 |
|
|
2015
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 717 |
|
|
2015
Q3 | $3K | Hold |
114
| – | – | ﹤0.01% | 732 |
|
|
2015
Q2 | $4K | Sell |
114
-18
| -14% | -$580 | ﹤0.01% | 741 |
|
|
2015
Q1 | $4K | Sell |
132
-24
| -15% | -$749 | ﹤0.01% | 721 |
|
|
2014
Q4 | $5K | Hold |
156
| – | – | ﹤0.01% | 716 |
|
|
2014
Q3 | $5K | Hold |
156
| – | – | ﹤0.01% | 719 |
|
|
2014
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 680 |
|
|
2014
Q1 | $5K | Buy |
156
+36
| +30% | +$1.04K | ﹤0.01% | 671 |
|
|
2013
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 679 |
|
|
2013
Q3 | $3K | Sell |
120
-60
| -33% | -$1.53K | ﹤0.01% | 668 |
|
|
2013
Q2 | $4K | Buy |
+180
| New | +$4.27K | ﹤0.01% | 642 |
|
Other funds holding EZM
AF
DC
FIM
CPC
Trust Company of Vermont's EZM Position: Q4 2025 in Review
Trust Company of Vermont held its WisdomTree US MidCap Fund (EZM) position steady in Q4 2025 at 400 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #692.
Trust Company of Vermont first reported a position in EZM in Q2 2013 and has held it in 33 quarters since. 170 funds tracked by Wall St. Rank hold EZM as of Q4 2025.
- Trust Company of Vermont held 400 shares of WisdomTree US MidCap Fund worth $26.7K as of Q4 2025.
- Trust Company of Vermont left its WisdomTree US MidCap Fund share count unchanged in Q4 2025.
- WisdomTree US MidCap Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #692 holding.
- Trust Company of Vermont first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 33 quarters since.
- 170 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.