First Republic Investment Management, Inc. Wisdomtree Tr Us Small Cap Qua Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$39.03 - $48.05 $228,676 - $281,524	-5,859 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$30.96 - $40.12 $216,720 - $280,840	-7,000 Reduced 54.44%	5,859 $232,000
Q3 2020 Nov 12, 2020	SELL	$28.66 - $33.0 $83,199 - $95,799	-2,903 Reduced 18.42%	12,859 $395,000
Q2 2020 Aug 13, 2020	BUY	$22.83 - $32.98 $2,625 - $3,792	115 Added 0.73%	15,762 $473,000
Q1 2020 May 13, 2020	SELL	$21.0 - $38.15 $3,066 - $5,569	-146 Reduced 0.92%	15,647 $393,000
Q4 2019 Feb 14, 2020	SELL	$33.84 - $38.14 $7,546 - $8,505	-223 Reduced 1.39%	15,793 $596,000
Q3 2019 Nov 08, 2019	BUY	$34.72 - $36.3 $21,595 - $22,578	622 Added 4.04%	16,016 $570,000
Q2 2019 Aug 07, 2019	BUY	N/A	99 Added 0.65%	15,394 $547,000
Q1 2019 Apr 30, 2019	BUY	N/A	2,099 Added 15.91%	15,295 $530,000
Q4 2018 Feb 12, 2019	SELL	N/A	-14,247 Reduced 51.91%	13,196 $411,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,060 Added 4.02%	27,443 $1.04 Million
Q2 2018 Aug 14, 2018	BUY	N/A	8,028 Added 43.74%	26,383 $968,000
Q1 2018 May 10, 2018	BUY	N/A	18,355 New	18,355 $631,000

Others Institutions Holding DGRS

# of Institutions

112

Shares Held

4.74M

Call Options Held

100

Put Options Held

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