Trust Company of Vermont’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$19.9K | ﹤0.01% | 599 |
|
|
2018
Q3 | – | Sell |
-76
| Closed | -$3K | – | 1073 |
|
|
2018
Q2 | $3K | Buy |
76
+12
| +19% | +$474 | ﹤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% | -$344 | ﹤0.01% | 924 |
|
|
2017
Q1 | $3K | Sell |
75
-18
| -19% | -$720 | ﹤0.01% | 806 |
|
|
2016
Q4 | $3K | Hold |
93
| – | – | ﹤0.01% | 810 |
|
|
2016
Q3 | $3K | Sell |
93
-21
| -18% | -$677 | ﹤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% | -$632 | ﹤0.01% | 741 |
|
|
2015
Q1 | $4K | Sell |
132
-24
| -15% | -$727 | ﹤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% | +$1.15K | ﹤0.01% | 671 |
|
|
2013
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 679 |
|
|
2013
Q3 | $3K | Sell |
120
-60
| -33% | -$1.5K | ﹤0.01% | 668 |
|
|
2013
Q2 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 642 |
|