First Republic Investment Management, Inc. Wisdomtree Tr Global High Divi Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$32.72 - $42.15 $33,538 - $43,203	-1,025 Reduced 15.69%	5,509 $212,000
Q1 2019 Apr 30, 2019	BUY	N/A	1,025 Added 18.61%	6,534 $301,000
Q4 2018 Feb 12, 2019	SELL	N/A	-2,000 Reduced 26.63%	5,509 $230,000
Q3 2018 Nov 13, 2018	SELL	N/A	-500 Reduced 6.24%	7,509 $349,000
Q1 2018 May 10, 2018	SELL	N/A	-1,000 Reduced 11.1%	8,009 $373,000
Q4 2017 Feb 09, 2018	SELL	N/A	-1,650 Reduced 15.48%	9,009 $437,000
Q3 2017 Nov 14, 2017	BUY	N/A	10,659	10,659 $502,000

Others Institutions Holding DEW

# of Institutions

Shares Held

1.16M

Call Options Held

Put Options Held

Joseph Group Capital Management Columbus, OH

218K
Shares

$12.1 Million
5.15% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.77 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$6.22 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.2K
Shares

$5.47 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$5.2 Million
0.01% of portfolio

View Full List

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