A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 131,996 shares of DES stock, worth $4.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
131,996
Previous 135,062 2.27%
Holding current value
$4.56 Million
Previous $4.21 Million 8.2%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 31, 2024

SELL
$30.61 - $34.92 $93,850 - $107,064
-3,066 Reduced 2.27%
131,996 $4.55 Million
Q2 2024

Aug 09, 2024

SELL
$30.34 - $32.53 $50,819 - $54,487
-1,675 Reduced 1.22%
135,062 $4.21 Million
Q1 2024

May 06, 2024

BUY
$30.25 - $32.68 $9,589 - $10,359
317 Added 0.23%
136,737 $4.47 Million
Q4 2023

Feb 06, 2024

BUY
$26.55 - $32.72 $232,949 - $287,085
8,774 Added 6.87%
136,420 $4.39 Million
Q3 2023

Nov 02, 2023

BUY
$27.79 - $30.65 $69,641 - $76,808
2,506 Added 2.0%
127,646 $3.6 Million
Q2 2023

Aug 11, 2023

BUY
$26.6 - $29.16 $101,745 - $111,537
3,825 Added 3.15%
125,140 $3.6 Million
Q1 2023

May 09, 2023

BUY
$27.3 - $32.13 $103,357 - $121,644
3,786 Added 3.22%
121,315 $3.46 Million
Q4 2022

Feb 07, 2023

BUY
$26.29 - $30.5 $89,464 - $103,791
3,403 Added 2.98%
117,529 $3.34 Million
Q3 2022

Nov 02, 2022

BUY
$25.74 - $31.54 $261,621 - $320,572
10,164 Added 9.78%
114,126 $2.94 Million
Q2 2022

Aug 02, 2022

SELL
$27.57 - $32.14 $53,403 - $62,255
-1,937 Reduced 1.83%
103,962 $2.93 Million
Q1 2022

May 13, 2022

SELL
$30.79 - $33.49 $7,913 - $8,606
-257 Reduced 0.24%
105,899 $3.38 Million
Q4 2021

Feb 14, 2022

SELL
$30.94 - $33.79 $33,569 - $36,662
-1,085 Reduced 1.01%
106,156 $3.49 Million
Q3 2021

Nov 02, 2021

BUY
$30.22 - $32.27 $137,682 - $147,022
4,556 Added 4.44%
107,241 $3.31 Million
Q2 2021

Aug 12, 2021

BUY
$31.27 - $33.51 $402,601 - $431,441
12,875 Added 14.34%
102,685 $3.28 Million
Q1 2021

May 17, 2021

BUY
$26.31 - $32.55 $133,444 - $165,093
5,072 Added 5.99%
89,810 $2.8 Million
Q4 2020

Feb 12, 2021

SELL
$21.26 - $26.81 $38,374 - $48,392
-1,805 Reduced 2.09%
84,738 $2.25 Million
Q3 2020

Nov 12, 2020

BUY
$20.09 - $23.24 $14,223 - $16,453
708 Added 0.82%
86,543 $1.82 Million
Q2 2020

Aug 12, 2020

BUY
$16.54 - $23.54 $151,324 - $215,367
9,149 Added 11.93%
85,835 $1.82 Million
Q1 2020

May 11, 2020

SELL
$15.92 - $28.87 $167,112 - $303,048
-10,497 Reduced 12.04%
76,686 $1.38 Million
Q4 2019

Feb 13, 2020

BUY
$26.28 - $28.79 $161,963 - $177,432
6,163 Added 7.61%
87,183 $2.5 Million
Q3 2019

Nov 13, 2019

BUY
$26.76 - $27.89 $230,216 - $239,937
8,603 Added 11.88%
81,020 $2.22 Million
Q2 2019

Aug 12, 2019

BUY
N/A
12,666 Added 21.2%
72,417 $1.96 Million
Q1 2019

May 13, 2019

BUY
N/A
9,617 Added 19.18%
59,751 $1.65 Million
Q4 2018

Feb 13, 2019

SELL
N/A
-6,430 Reduced 11.37%
50,134 $1.23 Million
Q3 2018

Nov 13, 2018

BUY
N/A
2,514 Added 4.65%
56,564 $1.68 Million
Q2 2018

Aug 13, 2018

BUY
N/A
1,400 Added 2.66%
54,050 $1.6 Million
Q1 2018

May 14, 2018

BUY
N/A
16,614 Added 46.1%
52,650 $1.44 Million
Q1 2018

May 14, 2018

SELL
N/A
-18,192 Reduced 33.55%
36,036 $1.44 Million
Q4 2017

Feb 12, 2018

BUY
N/A
37,485 Added 223.88%
54,228 $1.58 Million
Q3 2017

Nov 13, 2017

BUY
N/A
1,306 Added 8.46%
16,743 $1.41 Million
Q2 2017

Aug 10, 2017

BUY
N/A
15,437
15,437 $1.24 Million

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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