Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

WisdomTree Emerging Mkts Small Cp Div shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 36k 49.92
2023-09-30 $1.7M 38k 46.26
2023-06-30 $1.8M 39k 46.53
2023-03-31 $1.7M 38k 45.79
2022-12-31 $1.6M 37k 43.99
2022-09-30 $1.4M 34k 39.83
2022-06-30 $1.5M 33k 44.64
2022-03-31 $1.6M 30k 53.31
2021-12-31 $1.4M 26k 52.91
2021-09-30 $1.3M 24k 53.50
2021-06-30 $1.4M 25k 54.48
2021-03-31 $1.1M 22k 51.30
2020-12-31 $945k 20k 47.70
2020-09-30 $795k 19k 41.34
2020-06-30 $721k 19k 38.98
2020-03-31 $614k 19k 33.05
2019-12-31 $910k 19k 47.84
2019-09-30 $750k 17k 44.33
2019-06-30 $703k 15k 47.05
2019-03-31 $528k 11k 47.14
2018-12-31 $316k 7.6k 41.84
2018-09-30 $311k 6.8k 45.66
2018-06-30 $321k 6.7k 47.68
2018-03-31 $343k 3.9k 88.49
2017-12-31 $314k 6.0k 52.09
2017-09-30 $287k 5.8k 49.08
2017-06-30 $248k 5.4k 45.82
2017-03-31 $242k 5.4k 44.90

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
Bank of America Corporation
Unison Advisors
HPM Partners
HighTower Advisors
Wells Fargo & Company
National Bank Of Canada /fi/
Eastern Bank
Great Valley Advisor Group
Hengehold Capital Management
Victory Capital Management
Great Point Wealth Advisors
BIP Wealth
McMahon Financial Advisors
Raymond James Financial Services Advisors

View all funds holding WisdomTree Emerging Mkts Small Cp Div