Cribstone Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$9.23K	Buy	149 +1	+0.7%	+$61	0.01%	262
2022 Q3	$8K	Buy	148 +1	+0.7%	+$61	﹤0.01%	269
2022 Q2	$9K	Buy	147 +27	+23%	+$1.7K	0.01%	265
2022 Q1	$8K	Hold	120	–	–	﹤0.01%	279
2021 Q4	$8K	Hold	120	–	–	﹤0.01%	285
2021 Q3	$7K	Buy	+120	New	+$7.39K	﹤0.01%	278
2019 Q4	–	Sell	-226	Closed	-$11K	–	414
2019 Q3	$11K	Buy	+226	New	+$11K	0.01%	412

Other funds holding DLN

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

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

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

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

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

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

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Cribstone Capital Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.68% in Q4 2022, buying an estimated $61 and bringing the position to 149 shares worth $9.23K. The position accounts for 0.01% of the portfolio, ranked #262.

Cribstone Capital Management first reported a position in DLN in Q3 2019 and has held it in 7 quarters since. The position peaked at $11K in Q3 2019. 333 funds tracked by Wall St. Rank hold DLN as of Q4 2022.

Cribstone Capital Management held 149 shares of WisdomTree US LargeCap Dividend Fund worth $9.23K as of Q4 2022.
Cribstone Capital Management bought 1 WisdomTree US LargeCap Dividend Fund share in Q4 2022, an estimated $61.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #262 holding.
Cribstone Capital Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and has held it in 7 quarters since.
Cribstone Capital Management's WisdomTree US LargeCap Dividend Fund position peaked at $11K in Q3 2019.
333 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2022.

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