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

Wisdomtree Tr shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) 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 Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 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 Tr by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 4.6k 57.36

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
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Spdr Series Trust Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

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

Top funds holding Wisdomtree Tr

Retirement Planning Group
Smith Anglin Financial
HighTower Advisors
Trust Point
LPL Financial
Morgan Stanley
RVW Wealth
Private Advisor
Prestige Wealth Management Group
Columbia Advisory Partners
Legacy Financial Advisors
Ritter Daniher Financial Advisory LLC / DE
GPS Wealth Strategies Group
Insight Advisors, LLC/ PA
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr