Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Tr U.S Transaction History

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

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,289 shares of DHS stock, worth $530,592. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,289
Previous 5,299 0.19%
Holding current value
$530,592
Previous $448,000 10.71%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$83.9 - $93.83 $839 - $938
-10 Reduced 0.19%
5,289 $496,000
Q2 2024

Aug 09, 2024
SELL
$81.94 - $87.24 $248,851 - $264,947
-3,037 Reduced 36.43%
5,299 $448,000
Q1 2024

May 06, 2024
BUY
$79.77 - $86.66 $91,097 - $98,965
1,142 Added 15.87%
8,336 $722,000
Q4 2023

Feb 06, 2024
SELL
$73.7 - $83.0 $488,262 - $549,875
-6,625 Reduced 47.94%
7,194 $591,000
Q3 2023

Nov 02, 2023
SELL
$77.8 - $83.01 $303,964 - $324,320
-3,907 Reduced 22.04%
13,819 $1.08 Million
Q2 2023

Aug 11, 2023
SELL
$76.29 - $83.88 $149,757 - $164,656
-1,963 Reduced 9.97%
17,726 $1.41 Million
Q1 2023

May 09, 2023
BUY
$78.69 - $89.17 $203,492 - $230,593
2,586 Added 15.12%
19,689 $1.62 Million
Q4 2022

Feb 07, 2023
SELL
$77.6 - $89.39 $360,684 - $415,484
-4,648 Reduced 21.37%
17,103 $1.47 Million
Q3 2022

Nov 02, 2022
BUY
$75.81 - $87.12 $282,771 - $324,957
3,730 Added 20.7%
21,751 $1.65 Million
Q2 2022

Aug 02, 2022
BUY
$80.0 - $91.19 $841,520 - $959,227
10,519 Added 140.22%
18,021 $1.48 Million
Q1 2022

May 13, 2022
SELL
$82.52 - $88.81 $6,601 - $7,104
-80 Reduced 1.06%
7,502 $661,000
Q3 2021

Nov 02, 2021
SELL
$76.98 - $81.05 $215,544 - $226,940
-2,800 Reduced 26.97%
7,582 $584,000
Q2 2021

Aug 12, 2021
BUY
$76.59 - $80.99 $202,963 - $214,623
2,650 Added 34.27%
10,382 $812,000
Q1 2021

May 17, 2021
SELL
$68.47 - $76.8 $13,214 - $14,822
-193 Reduced 2.44%
7,732 $590,000
Q4 2020

Feb 12, 2021
SELL
$60.36 - $71.22 $20,763 - $24,499
-344 Reduced 4.16%
7,925 $550,000
Q3 2020

Nov 12, 2020
BUY
$60.76 - $65.86 $17,984 - $19,494
296 Added 3.71%
8,269 $517,000
Q2 2020

Aug 12, 2020
BUY
$53.94 - $68.94 $145,422 - $185,862
2,696 Added 51.09%
7,973 $497,000
Q1 2020

May 11, 2020
SELL
$48.28 - $77.44 $38,527 - $61,797
-798 Reduced 13.14%
5,277 $299,000
Q2 2019

Aug 12, 2019
BUY
N/A
2,210 Added 57.18%
6,075 $442,000
Q1 2019

May 13, 2019
SELL
N/A
-1,880 Reduced 32.72%
3,865 $280,000
Q4 2018

Feb 13, 2019
BUY
N/A
5,745 New
5,745 $374,000

Others Institutions Holding DHS

# of Institutions
222
Shares Held
5.71M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
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