Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Emerging Markets Sm Transaction History

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

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 32,474 shares of DGS stock, worth $1.59 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

32,474

Previous 31,524 3.01%

Holding current value

$1.59 Million

Previous $1.69 Million 6.15%

% of portfolio

0.04%

Previous 0.05%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$48.87 - $53.53 $46,426 - $50,853	950 Added 3.01%	32,474 $1.59 Million
Q3 2024 Oct 31, 2024	SELL	$48.46 - $54.37 $119,211 - $133,750	-2,460 Reduced 7.24%	31,524 $1.69 Million
Q2 2024 Aug 09, 2024	SELL	$49.52 - $53.11 $145,242 - $155,771	-2,933 Reduced 7.94%	33,984 $1.75 Million
Q1 2024 May 06, 2024	BUY	$47.45 - $51.31 $26,477 - $28,630	558 Added 1.53%	36,917 $1.88 Million
Q4 2023 Feb 06, 2024	SELL	$43.82 - $49.92 $63,056 - $71,834	-1,439 Reduced 3.81%	36,359 $1.82 Million
Q3 2023 Nov 02, 2023	SELL	$46.01 - $49.91 $36,117 - $39,179	-785 Reduced 2.03%	37,798 $1.75 Million
Q2 2023 Aug 11, 2023	BUY	$45.15 - $48.6 $37,158 - $39,997	823 Added 2.18%	38,583 $1.8 Million
Q1 2023 May 09, 2023	BUY	$43.98 - $47.58 $34,040 - $36,826	774 Added 2.09%	37,760 $1.73 Million
Q4 2022 Feb 07, 2023	BUY	$39.34 - $44.97 $114,833 - $131,267	2,919 Added 8.57%	36,986 $1.63 Million
Q3 2022 Nov 02, 2022	BUY	$39.82 - $46.22 $56,902 - $66,048	1,429 Added 4.38%	34,067 $1.36 Million
Q2 2022 Aug 02, 2022	BUY	$44.64 - $54.52 $104,725 - $127,903	2,346 Added 7.74%	32,638 $1.46 Million
Q1 2022 May 13, 2022	BUY	$49.9 - $53.95 $196,855 - $212,832	3,945 Added 14.97%	30,292 $1.62 Million
Q4 2021 Feb 14, 2022	BUY	$51.06 - $53.98 $105,438 - $111,468	2,065 Added 8.5%	26,347 $1.39 Million
Q3 2021 Nov 02, 2021	SELL	$52.12 - $56.09 $38,360 - $41,282	-736 Reduced 2.94%	24,282 $1.3 Million
Q2 2021 Aug 12, 2021	BUY	$51.32 - $55.14 $139,436 - $149,815	2,717 Added 12.18%	25,018 $1.36 Million
Q1 2021 May 17, 2021	BUY	$46.98 - $51.36 $116,933 - $127,835	2,489 Added 12.56%	22,301 $1.14 Million
Q4 2020 Feb 12, 2021	BUY	$41.04 - $47.78 $23,803 - $27,712	580 Added 3.02%	19,812 $945,000
Q3 2020 Nov 12, 2020	BUY	$39.69 - $43.18 $29,251 - $31,823	737 Added 3.98%	19,232 $795,000
Q2 2020 Aug 12, 2020	SELL	$31.95 - $41.28 $2,619 - $3,384	-82 Reduced 0.44%	18,495 $721,000
Q1 2020 May 11, 2020	SELL	$29.43 - $48.44 $13,066 - $21,507	-444 Reduced 2.33%	18,577 $614,000
Q4 2019 Feb 13, 2020	BUY	$43.95 - $47.82 $92,338 - $100,469	2,101 Added 12.42%	19,021 $910,000
Q3 2019 Nov 13, 2019	BUY	$44.11 - $46.68 $87,337 - $92,426	1,980 Added 13.25%	16,920 $750,000
Q2 2019 Aug 12, 2019	BUY	N/A	3,740 Added 33.39%	14,940 $703,000
Q1 2019 May 13, 2019	BUY	N/A	3,647 Added 48.29%	11,200 $528,000
Q4 2018 Feb 13, 2019	BUY	N/A	742 Added 10.89%	7,553 $316,000
Q3 2018 Nov 13, 2018	BUY	N/A	79 Added 1.17%	6,811 $311,000
Q2 2018 Aug 13, 2018	BUY	N/A	380 Added 5.98%	6,732 $321,000
Q1 2018 May 14, 2018	BUY	N/A	2,476 Added 63.88%	6,352 $343,000
Q1 2018 May 14, 2018	SELL	N/A	-2,152 Reduced 35.7%	3,876 $343,000
Q4 2017 Feb 12, 2018	BUY	N/A	180 Added 3.08%	6,028 $314,000
Q3 2017 Nov 13, 2017	BUY	N/A	435 Added 8.04%	5,848 $287,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,413	5,413 $248,000

Others Institutions Holding DGS

# of Institutions

248

Shares Held

29.1M

Call Options Held

17.4K

Put Options Held

100

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About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Emerging Markets Sm Transaction History