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

117

Shares Held

4.94M

Call Options Held

100

Put Options Held

View Full List

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

More about DGRS

Track This Portfolio

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.

Account