Cribstone Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-38	Closed	-$2K	–	778
2018 Q2	$2K	Hold	38	–	–	﹤0.01%	726
2018 Q1	$2K	Hold	38	–	–	﹤0.01%	717
2017 Q4	$2K	Sell	38 -12	-24%	-$596	﹤0.01%	782
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	669
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	657
2017 Q1	$2K	Sell	50 -110	-69%	-$4.71K	﹤0.01%	683
2016 Q4	$7K	Sell	160 -100	-38%	-$4K	﹤0.01%	540
2016 Q3	$11K	Sell	260 -140	-35%	-$5.8K	0.01%	490
2016 Q2	$15K	Buy	+400	New	+$15K	0.01%	465

Other funds holding DGS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Cribstone Capital Management's DGS Position: Q3 2018 in Review

Cribstone Capital Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2018, closing a stake of 38 shares — an estimated $2K sold.

Cribstone Capital Management first reported a position in DGS in Q2 2016 and held it in 9 quarters. The position peaked at $15K in Q2 2016. 180 funds tracked by Wall St. Rank hold DGS as of Q3 2018.

Cribstone Capital Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Cribstone Capital Management sold 38 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2018, an estimated $2K.
Cribstone Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2016 and held it in 9 quarters.
Cribstone Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $15K in Q2 2016.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2018.

Based on Cribstone Capital Management's 13F filing for Q3 2018, filed 25 Oct 2018.