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

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

  • $4.91 Billion
  • Q3 2025

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 125,966 shares of DES stock, worth $4.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
125,966
Previous 120,583 4.46%
Holding current value
$4.13 Million
Previous $3.83 Million 10.79%
% of portfolio
0.09%
Previous 0.09%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$31.31 - $34.54 $168,541 - $185,928
5,383 Added 4.46%
125,966 $4.24 Million
Q2 2025

Jul 21, 2025
SELL
$28.02 - $32.37 $403,908 - $466,613
-14,415 Reduced 10.68%
120,583 $3.83 Million
Q1 2025

May 08, 2025
SELL
$31.63 - $35.22 $139,235 - $155,038
-4,402 Reduced 3.16%
134,998 $4.31 Million
Q4 2024

Jan 21, 2025
BUY
$33.7 - $37.69 $249,514 - $279,056
7,404 Added 5.61%
139,400 $4.79 Million
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

# of Institutions
384
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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