First Republic Investment Management, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 59,918 shares of DES stock, worth $1.86 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
59,918
Previous 62,956 4.83%
Holding current value
$1.86 Million
Previous $1.81 Million 6.79%
% of portfolio
0.0%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$27.79 - $30.65 $84,426 - $93,114
-3,038 Reduced 4.83%
59,918 $1.69 Million
Q2 2023

Jul 28, 2023
SELL
$26.6 - $29.16 $382,800 - $419,641
-14,391 Reduced 18.61%
62,956 $1.81 Million
Q1 2023

May 11, 2023
BUY
$27.3 - $32.13 $236,390 - $278,213
8,659 Added 12.61%
77,347 $2.21 Million
Q4 2022

Feb 13, 2023
SELL
$28.09 - $30.5 $90,814 - $98,606
-3,233 Reduced 4.5%
68,688 $1.95 Million
Q3 2022

Nov 03, 2022
BUY
N/A
16,602 Added 30.01%
71,921 $1.85 Million
Q2 2022

Aug 16, 2022
BUY
N/A
3,238 Added 6.22%
55,319 $1.56 Million
Q1 2022

May 16, 2022
BUY
N/A
8,625 Added 19.85%
52,081 $1.66 Million
Q4 2021

Feb 09, 2022
BUY
N/A
8,492 Added 24.29%
43,456 $1.43 Million
Q3 2021

Nov 12, 2021
BUY
N/A
3,351 Added 10.6%
34,964 $1.08 Million
Q2 2021

Aug 16, 2021
BUY
N/A
15,342 Added 94.29%
31,613 $1.01 Million
Q1 2021

May 14, 2021
BUY
N/A
520 Added 3.3%
16,271 $507,000
Q4 2020

Feb 16, 2021
BUY
N/A
474 Added 3.1%
15,751 $419,000
Q3 2020

Nov 12, 2020
BUY
N/A
1,528 Added 11.11%
15,277 $322,000
Q2 2020

Aug 13, 2020
BUY
N/A
13,749 New
13,749 $291,000
Q1 2020

May 13, 2020
SELL
N/A
-11,112 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
N/A
11,112 New
11,112 $319,000
Q3 2019

Nov 08, 2019
SELL
N/A
-12,042 Closed
0 $0
Q2 2019

Aug 07, 2019
SELL
N/A
-7,851 Reduced 39.47%
12,042 $326,000
Q1 2019

Apr 30, 2019
BUY
N/A
7 Added 0.04%
19,893 $548,000
Q4 2018

Feb 12, 2019
SELL
N/A
-534 Reduced 2.62%
19,886 $488,000
Q3 2018

Nov 13, 2018
BUY
N/A
20,420 New
20,420 $607,000

Others Institutions Holding DES

# of Institutions
345
Shares Held
29.8M
Call Options Held
50.7K
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 First Republic Investment Management, Inc. Portfolio

Follow First Republic Investment Management, Inc. 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 First Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email