First Republic Investment Management, Inc. Wisdomtree Tr 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 stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 6,327 shares of DWM stock, worth $332,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,327
Previous 6,393 1.03%
Holding current value
$332,547
Previous $319,000 4.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2023
SELL
$48.13 - $51.79 $3,176 - $3,418
-66 Reduced 1.03%
6,327 $305,000
Q2 2023

Jul 28, 2023
BUY
$48.54 - $51.63 $3,058 - $3,252
63 Added 1.0%
6,393 $319,000
Q1 2023

May 11, 2023
SELL
$47.34 - $51.12 $3,361 - $3,629
-71 Reduced 1.11%
6,330 $314,000
Q4 2022

Feb 13, 2023
SELL
$39.94 - $48.25 $243,634 - $294,325
-6,100 Reduced 48.8%
6,401 $301,000
Q3 2022

Nov 03, 2022
BUY
$39.86 - $47.65 $16,063 - $19,202
403 Added 3.33%
12,501 $502,000
Q2 2022

Aug 16, 2022
SELL
$45.44 - $53.31 $21,493 - $25,215
-473 Reduced 3.76%
12,098 $550,000
Q1 2022

May 16, 2022
BUY
$48.63 - $55.69 $437 - $501
9 Added 0.07%
12,571 $663,000
Q4 2021

Feb 09, 2022
BUY
$51.6 - $54.8 $353,408 - $375,325
6,849 Added 119.88%
12,562 $679,000
Q3 2021

Nov 12, 2021
BUY
$52.87 - $56.39 $43,882 - $46,803
830 Added 17.0%
5,713 $302,000
Q2 2021

Aug 16, 2021
BUY
$53.08 - $56.66 $259,189 - $276,670
4,883 New
4,883 $266,000
Q1 2020

May 13, 2020
SELL
$34.55 - $53.86 $196,243 - $305,924
-5,680 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$48.34 - $53.77 $274,571 - $305,413
5,680 New
5,680 $304,000

Others Institutions Holding DWM

# of Institutions
126
Shares Held
5.86M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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