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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.3K	Buy	+400	New	+$29K	﹤0.01%	713
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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trust Company of Vermont's EZM Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 400 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in EZM as recently as Q4 2025.

Trust Company of Vermont first reported a position in EZM in Q2 2013 and has held it in 34 quarters since. 105 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Trust Company of Vermont held 400 shares of WisdomTree US MidCap Fund worth $30.3K as of Q2 2026.
WisdomTree US MidCap Fund was a new Trust Company of Vermont position in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #713 holding.
Trust Company of Vermont first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 34 quarters since.
105 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.