First Republic Investment Management, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 47,907 shares of EES stock, worth $2.36 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
47,907
Previous 48,863 1.96%
Holding current value
$2.36 Million
Previous $2.19 Million 5.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2023
SELL
$42.52 - $48.12 $40,649 - $46,002
-956 Reduced 1.96%
47,907 $2.07 Million
Q2 2023

Jul 28, 2023
BUY
$40.17 - $45.19 $26,070 - $29,328
649 Added 1.35%
48,863 $2.19 Million
Q1 2023

May 11, 2023
BUY
$41.46 - $49.11 $28,980 - $34,327
699 Added 1.47%
48,214 $2.08 Million
Q4 2022

Feb 13, 2023
BUY
$40.17 - $45.87 $152,324 - $173,939
3,792 Added 8.67%
47,515 $2.02 Million
Q3 2022

Nov 03, 2022
SELL
$39.17 - $47.72 $235,137 - $286,463
-6,003 Reduced 12.07%
43,723 $1.71 Million
Q2 2022

Aug 16, 2022
BUY
$40.36 - $48.23 $531,177 - $634,755
13,161 Added 35.99%
49,726 $2.05 Million
Q1 2022

May 16, 2022
BUY
$46.51 - $52.43 $54,370 - $61,290
1,169 Added 3.3%
36,565 $1.75 Million
Q4 2021

Feb 09, 2022
BUY
$49.06 - $53.68 $205,757 - $225,133
4,194 Added 13.44%
35,396 $1.82 Million
Q3 2021

Nov 12, 2021
SELL
$46.0 - $49.88 $9,338 - $10,125
-203 Reduced 0.65%
31,202 $1.51 Million
Q2 2021

Aug 16, 2021
BUY
$46.72 - $51.33 $14,062 - $15,450
301 Added 0.97%
31,405 $1.55 Million
Q1 2021

May 14, 2021
SELL
$38.56 - $49.72 $689,105 - $888,546
-17,871 Reduced 36.49%
31,104 $1.47 Million
Q4 2020

Feb 16, 2021
BUY
$30.25 - $39.21 $173,211 - $224,516
5,726 Added 13.24%
48,975 $1.91 Million
Q3 2020

Nov 12, 2020
SELL
$26.86 - $32.12 $163,013 - $194,936
-6,069 Reduced 12.31%
43,249 $1.29 Million
Q2 2020

Aug 13, 2020
BUY
$20.39 - $32.74 $7,095 - $11,393
348 Added 0.71%
49,318 $1.4 Million
Q1 2020

May 13, 2020
SELL
$19.73 - $38.37 $286,085 - $556,365
-14,500 Reduced 22.85%
48,970 $1.09 Million
Q4 2019

Feb 14, 2020
SELL
$34.15 - $38.59 $76,939 - $86,943
-2,253 Reduced 3.43%
63,470 $2.44 Million
Q3 2019

Nov 08, 2019
SELL
$35.04 - $36.72 $119,521 - $125,251
-3,411 Reduced 4.93%
65,723 $2.34 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,503 Reduced 2.13%
69,134 $2.48 Million
Q1 2019

Apr 30, 2019
BUY
N/A
3,003 Added 4.44%
70,637 $2.55 Million
Q4 2018

Feb 12, 2019
BUY
N/A
67,634 New
67,634 $2.17 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-63,022 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
2,192 Added 3.6%
63,022 $2.44 Million
Q1 2018

May 10, 2018
BUY
N/A
13,844 Added 29.46%
60,830 $2.17 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-10,567 Reduced 18.36%
46,986 $1.7 Million
Q3 2017

Nov 14, 2017
BUY
N/A
57,553
57,553 $2.01 Million

Others Institutions Holding EES

# of Institutions
165
Shares Held
7.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

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