Cribstone Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cribstone Capital Management’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$7.09K	Buy	199 +80	+67%	+$2.77K	﹤0.01%	280
2022 Q3	$4K	Hold	119	–	–	﹤0.01%	308
2022 Q2	$4K	Hold	119	–	–	﹤0.01%	313
2022 Q1	$5K	Buy	119 +2	+2%	+$89	﹤0.01%	313
2021 Q4	$5K	Buy	117 +3	+3%	+$131	﹤0.01%	315
2021 Q3	$5K	Buy	+114	New	+$5.11K	﹤0.01%	295
2016 Q3	–	Sell	-84	Closed	-$3K	–	702
2016 Q2	$3K	Buy	+84	New	+$2.91K	﹤0.01%	656

Other funds holding DEM

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cribstone Capital Management's DEM Position: Q4 2022 in Review

Cribstone Capital Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 67% in Q4 2022, buying an estimated $2.77K and bringing the position to 199 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Cribstone Capital Management first reported a position in DEM in Q2 2016 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Cribstone Capital Management held 199 shares of WisdomTree Emerging Markets High Dividend Fund worth $7.09K as of Q4 2022.
Cribstone Capital Management bought 80 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $2.77K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #280 holding.
Cribstone Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2016 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.