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

$3.31 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	N/A	-3,353 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	3,353 New	3,353 $221,000
Q3 2021 Nov 02, 2021	SELL	N/A	-3,862 Closed	0 $0
Q1 2021 May 17, 2021	BUY	N/A	3,862 New	3,862 $221,000

Others Institutions Holding DGRW

# of Institutions

624

Shares Held

126M

Call Options Held

5.7K

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.2M
Shares

$1.43 Billion
0.97% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$882 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

9.62M
Shares

$755 Million
0.4% of portfolio
Morgan Stanley New York, NY

7.65M
Shares

$601 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

7.17M
Shares

$563 Million
40.37% of portfolio

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