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

$4.37 Billion
Q2 2025

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

789

Shares Held

152M

Call Options Held

4.6K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

19.5M
Shares

$1.67 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$1.1 Billion
0.41% of portfolio
Bank Of America Corp Charlotte, NC

11.8M
Shares

$1.01 Billion
0.08% of portfolio
Morgan Stanley New York, NY

8.44M
Shares

$723 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.7M
Shares

$574 Million
32.4% of portfolio

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