Cribstone Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$6.3K	Hold	134	–	–	﹤0.01%	286
2022 Q3	$5K	Hold	134	–	–	﹤0.01%	296
2022 Q2	$6K	Buy	134 +4	+3%	+$199	﹤0.01%	290
2022 Q1	$7K	Buy	130 +2	+2%	+$106	﹤0.01%	289
2021 Q4	$7K	Hold	128	–	–	﹤0.01%	290
2021 Q3	$7K	Buy	+128	New	+$7.06K	﹤0.01%	279

Other funds holding DWM

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

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

Cribstone Capital Management held its WisdomTree International Equity Fund (DWM) position steady in Q4 2022 at 134 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Cribstone Capital Management first reported a position in DWM in Q3 2021 and has held it in 6 quarters since. The position peaked at $7K in Q1 2022. 124 funds tracked by Wall St. Rank hold DWM as of Q4 2022.

Cribstone Capital Management held 134 shares of WisdomTree International Equity Fund worth $6.3K as of Q4 2022.
Cribstone Capital Management left its WisdomTree International Equity Fund share count unchanged in Q4 2022.
WisdomTree International Equity Fund made up ﹤0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #286 holding.
Cribstone Capital Management first reported a position in WisdomTree International Equity Fund in Q3 2021 and has held it in 6 quarters since.
Cribstone Capital Management's WisdomTree International Equity Fund position peaked at $7K in Q1 2022.
124 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2022.

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