Cribstone Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$22.8K	Buy	378 +1	+0.3%	+$60	0.01%	201
2022 Q3	$20K	Buy	377 +1	+0.3%	+$59	0.01%	204
2022 Q2	$22K	Buy	376 +11	+3%	+$667	0.01%	198
2022 Q1	$23K	Hold	365	–	–	0.01%	204
2021 Q4	$24K	Hold	365	–	–	0.01%	206
2021 Q3	$21K	Buy	+365	New	+$22.3K	0.01%	199

Other funds holding DGRW

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Cribstone Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.27% in Q4 2022, buying an estimated $60 and bringing the position to 378 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #201.

Cribstone Capital Management first reported a position in DGRW in Q3 2021 and has held it in 6 quarters since. The position peaked at $24K in Q4 2021. 443 funds tracked by Wall St. Rank hold DGRW as of Q4 2022.

Cribstone Capital Management held 378 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $22.8K as of Q4 2022.
Cribstone Capital Management bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q4 2022, an estimated $60.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #201 holding.
Cribstone Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 6 quarters since.
Cribstone Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $24K in Q4 2021.
443 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2022.

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