First Republic Investment Management, Inc. Wisdomtree Tr U.S Largecap Div 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 Largecap Div stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 56,727 shares of DLN stock, worth $4.56 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

56,727

Previous 59,694 4.97%

Holding current value

$4.56 Million

Previous $3.8 Million 8.11%

% of portfolio

0.01%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$61.47 - $65.66 $182,381 - $194,813	-2,967 Reduced 4.97%	56,727 $3.49 Million
Q2 2023 Jul 28, 2023	SELL	$60.35 - $63.6 $1.9 Million - $2.01 Million	-31,554 Reduced 34.58%	59,694 $3.8 Million
Q1 2023 May 11, 2023	SELL	$59.37 - $64.16 $119,452 - $129,089	-2,012 Reduced 2.16%	91,248 $5.64 Million
Q4 2022 Feb 13, 2023	BUY	$55.78 - $64.63 $7,362 - $8,531	132 Added 0.14%	93,260 $5.78 Million
Q3 2022 Nov 03, 2022	BUY	$55.26 - $64.34 $197,001 - $229,372	3,565 Added 3.98%	93,128 $5.15 Million
Q2 2022 Aug 16, 2022	BUY	$57.22 - $66.91 $360,428 - $421,466	6,299 Added 7.57%	89,563 $5.29 Million
Q1 2022 May 16, 2022	SELL	$62.31 - $66.73 $587,520 - $629,197	-9,429 Reduced 10.17%	83,264 $5.47 Million
Q4 2021 Feb 09, 2022	BUY	$59.87 - $66.15 $2.73 Million - $3.02 Million	45,643 Added 97.01%	92,693 $6.12 Million
Q3 2021 Nov 12, 2021	SELL	$59.65 - $63.08 $56,786 - $60,052	-952 Reduced 1.98%	47,050 $5.61 Million
Q2 2021 Aug 16, 2021	SELL	$57.63 - $60.69 $226,774 - $238,815	-3,935 Reduced 7.58%	48,002 $5.78 Million
Q1 2021 May 14, 2021	SELL	$53.02 - $57.62 $88,225 - $95,879	-1,664 Reduced 3.1%	51,937 $5.96 Million
Q4 2020 Feb 16, 2021	SELL	$46.78 - $53.75 $193,809 - $222,686	-4,143 Reduced 7.17%	53,601 $5.76 Million
Q3 2020 Nov 12, 2020	SELL	$46.22 - $51.04 $115,503 - $127,548	-2,499 Reduced 4.15%	57,744 $5.6 Million
Q2 2020 Aug 13, 2020	SELL	$38.73 - $49.8 $286,795 - $368,769	-7,405 Reduced 10.95%	60,243 $5.6 Million
Q1 2020 May 13, 2020	BUY	$34.67 - $54.17 $52,247 - $81,634	1,507 Added 2.28%	67,648 $5.48 Million
Q4 2019 Feb 14, 2020	BUY	$47.98 - $53.05 $28,883 - $31,936	602 Added 0.92%	66,141 $7.01 Million
Q3 2019 Nov 08, 2019	SELL	$49.16 - $49.83 $17,894 - $18,138	-364 Reduced 0.55%	65,539 $6.49 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-3,227 Reduced 4.67%	65,903 $6.39 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-821 Reduced 1.17%	69,130 $6.51 Million
Q4 2018 Feb 12, 2019	BUY	N/A	6,961 Added 11.05%	69,951 $5.91 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-7,613 Reduced 10.78%	62,990 $6.01 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-46,814 Reduced 39.87%	70,603 $6.34 Million
Q1 2018 May 10, 2018	SELL	N/A	-3,187 Reduced 2.64%	117,417 $1.39 Million
Q4 2017 Feb 09, 2018	BUY	N/A	3,065 Added 2.61%	120,604 $11.1 Million
Q3 2017 Nov 14, 2017	BUY	N/A	117,539	117,539 $10.2 Million

Others Institutions Holding DLN

# of Institutions

408

Shares Held

36.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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First Republic Investment Management, Inc. Wisdomtree Tr U.S Largecap Div Transaction History