WisdomTree Equity Income Fund shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) 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 Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $496k | 5.3k | 93.80 |
| 2024-06-30 | $448k | 5.3k | 84.59 |
| 2024-03-31 | $722k | 8.3k | 86.66 |
| 2023-12-31 | $591k | 7.2k | 82.18 |
| 2023-09-30 | $1.1M | 14k | 78.06 |
| 2023-06-30 | $1.4M | 18k | 79.57 |
| 2023-03-31 | $1.6M | 20k | 82.27 |
| 2022-12-31 | $1.5M | 17k | 86.06 |
| 2022-09-30 | $1.6M | 22k | 75.81 |
| 2022-06-30 | $1.5M | 18k | 82.29 |
| 2022-03-31 | $661k | 7.5k | 88.11 |
| 2021-12-31 | $626k | 7.6k | 82.56 |
| 2021-09-30 | $584k | 7.6k | 77.02 |
| 2021-06-30 | $812k | 10k | 78.21 |
| 2021-03-31 | $590k | 7.7k | 76.31 |
| 2020-12-31 | $550k | 7.9k | 69.40 |
| 2020-09-30 | $517k | 8.3k | 62.52 |
| 2020-06-30 | $497k | 8.0k | 62.34 |
| 2020-03-31 | $299k | 5.3k | 56.66 |
| 2019-12-31 | $467k | 6.1k | 76.87 |
| 2019-09-30 | $452k | 6.1k | 74.40 |
| 2019-06-30 | $442k | 6.1k | 72.76 |
| 2019-03-31 | $280k | 3.9k | 72.45 |
| 2018-12-31 | $374k | 5.7k | 65.10 |
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