Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Tr Intl Small Cap D 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 Tr Intl Small Cap D stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 60,432 shares of DLS stock, worth $3.98 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
60,432
Previous 57,895 4.38%
Holding current value
$3.98 Million
Previous $4 Million 4.83%
% of portfolio
0.1%
Previous 0.11%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$62.71 - $68.47 $159,095 - $173,708
2,537 Added 4.38%
60,432 $3.8 Million
Q3 2024

Oct 31, 2024
SELL
$61.97 - $69.37 $51,682 - $57,854
-834 Reduced 1.42%
57,895 $4 Million
Q2 2024

Aug 09, 2024
SELL
$62.48 - $66.89 $96,781 - $103,612
-1,549 Reduced 2.57%
58,729 $3.73 Million
Q1 2024

May 06, 2024
BUY
$61.35 - $65.41 $55,951 - $59,653
912 Added 1.54%
60,278 $3.93 Million
Q4 2023

Feb 06, 2024
SELL
$53.89 - $64.06 $25,220 - $29,980
-468 Reduced 0.78%
59,366 $3.79 Million
Q3 2023

Nov 02, 2023
SELL
$57.26 - $62.05 $28,229 - $30,590
-493 Reduced 0.82%
59,834 $3.44 Million
Q2 2023

Aug 11, 2023
SELL
$58.34 - $62.61 $5,308 - $5,697
-91 Reduced 0.15%
60,327 $3.59 Million
Q1 2023

May 09, 2023
BUY
$58.15 - $63.87 $106,472 - $116,945
1,831 Added 3.13%
60,418 $3.68 Million
Q4 2022

Feb 07, 2023
BUY
$50.78 - $59.46 $218,404 - $255,737
4,301 Added 7.92%
58,587 $3.4 Million
Q3 2022

Nov 02, 2022
BUY
$51.06 - $62.46 $361,147 - $441,779
7,073 Added 14.98%
54,286 $2.79 Million
Q2 2022

Aug 02, 2022
BUY
$58.38 - $69.47 $131,063 - $155,960
2,245 Added 4.99%
47,213 $2.76 Million
Q1 2022

May 13, 2022
BUY
$64.07 - $74.35 $113,403 - $131,599
1,770 Added 4.1%
44,968 $3.09 Million
Q4 2021

Feb 14, 2022
BUY
$70.11 - $76.05 $260,248 - $282,297
3,712 Added 9.4%
43,198 $3.18 Million
Q3 2021

Nov 02, 2021
SELL
$72.88 - $79.21 $30,536 - $33,188
-419 Reduced 1.05%
39,486 $2.93 Million
Q2 2021

Aug 12, 2021
BUY
$73.07 - $77.75 $334,222 - $355,628
4,574 Added 12.95%
39,905 $2.98 Million
Q1 2021

May 17, 2021
BUY
$67.48 - $73.47 $147,443 - $160,531
2,185 Added 6.59%
35,331 $2.55 Million
Q4 2020

Feb 12, 2021
SELL
$58.19 - $68.24 $169,274 - $198,510
-2,909 Reduced 8.07%
33,146 $2.26 Million
Q3 2020

Nov 12, 2020
BUY
$55.74 - $61.54 $70,957 - $78,340
1,273 Added 3.66%
36,055 $2.16 Million
Q2 2020

Aug 12, 2020
BUY
$44.96 - $59.68 $238,467 - $316,542
5,304 Added 17.99%
34,782 $1.94 Million
Q1 2020

May 11, 2020
SELL
$42.11 - $71.71 $359,408 - $612,044
-8,535 Reduced 22.45%
29,478 $1.42 Million
Q4 2019

Feb 13, 2020
BUY
$62.06 - $71.66 $137,524 - $158,798
2,216 Added 6.19%
38,013 $2.7 Million
Q3 2019

Nov 13, 2019
SELL
$63.1 - $64.95 $180,781 - $186,081
-2,865 Reduced 7.41%
35,797 $2.27 Million
Q2 2019

Aug 12, 2019
BUY
N/A
1,982 Added 5.4%
38,662 $2.51 Million
Q1 2019

May 13, 2019
SELL
N/A
-3,791 Reduced 9.37%
36,680 $2.41 Million
Q4 2018

Feb 13, 2019
BUY
N/A
28,300 Added 232.52%
40,471 $2.44 Million
Q3 2018

Nov 13, 2018
BUY
N/A
673 Added 5.85%
12,171 $866,000
Q2 2018

Aug 13, 2018
SELL
N/A
-11,610 Reduced 50.24%
11,498 $827,000
Q1 2018

May 14, 2018
BUY
N/A
16,128 Added 231.06%
23,108 $1.77 Million
Q1 2018

May 14, 2018
SELL
N/A
-5,131 Reduced 42.37%
6,980 $1.77 Million
Q4 2017

Feb 12, 2018
BUY
N/A
101 Added 0.84%
12,111 $930,000
Q3 2017

Nov 13, 2017
BUY
N/A
772 Added 6.87%
12,010 $888,000
Q2 2017

Aug 10, 2017
BUY
N/A
11,238
11,238 $781,000

Others Institutions Holding DLS

# of Institutions
211
Shares Held
5.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email