Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Tr Us Quality Divid Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$55.42 - $64.55 $185,823 - $216,436	-3,353 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$58.98 - $66.05 $197,759 - $221,465	3,353 New	3,353 $221,000
Q3 2021 Nov 02, 2021	SELL	$58.84 - $62.73 $227,240 - $242,263	-3,862 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$53.02 - $57.54 $204,763 - $222,219	3,862 New	3,862 $221,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.54 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$958 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$915 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$684 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$542 Million
40.18% of portfolio

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