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

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

$4.37 Billion
Q2 2025

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$34.57 - $40.19 $175,269 - $203,763	-5,070 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$36.97 - $41.22 $187,437 - $208,985	5,070 New	5,070 $202,000
Q3 2021 Nov 02, 2021	SELL	$37.89 - $40.59 $192,102 - $205,791	-5,070 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$39.57 - $41.75 $200,619 - $211,672	5,070 New	5,070 $201,000
Q1 2020 May 11, 2020	SELL	$25.75 - $42.34 $130,552 - $214,663	-5,070 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$37.91 - $42.28 $192,203 - $214,359	5,070 New	5,070 $213,000
Q3 2019 Nov 13, 2019	SELL	$38.8 - $39.95 $196,716 - $202,546	-5,070 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	5,070 New	5,070 $204,000
Q4 2018 Feb 13, 2019	SELL	N/A	-5,070 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	5,070 New	5,070 $221,000
Q1 2018 May 14, 2018	SELL	N/A	-5,070 Closed	0 $221,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,070	5,070 $212,000

Others Institutions Holding DTH

# of Institutions

113

Shares Held

6.49M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

More about DTH

Track This Portfolio

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.

Account