First Republic Investment Management, Inc. Wisdomtree U.S. Midcap 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. Midcap Fund stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 141,736 shares of EZM stock, worth $9.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

141,736

Previous 150,159 5.61%

Holding current value

$9.15 Million

Previous $7.95 Million 9.54%

% of portfolio

0.02%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$49.88 - $55.46 $420,139 - $467,139	-8,423 Reduced 5.61%	141,736 $7.19 Million
Q2 2023 Jul 28, 2023	SELL	$47.28 - $52.94 $767,590 - $859,480	-16,235 Reduced 9.76%	150,159 $7.95 Million
Q1 2023 May 11, 2023	SELL	$47.09 - $55.78 $388,539 - $460,240	-8,251 Reduced 4.72%	166,394 $8.28 Million
Q4 2022 Feb 13, 2023	BUY	$45.28 - $52.03 $434,008 - $498,707	9,585 Added 5.81%	174,645 $8.49 Million
Q3 2022 Nov 03, 2022	BUY	$43.88 - $52.9 $509,446 - $614,169	11,610 Added 7.57%	165,060 $7.26 Million
Q2 2022 Aug 16, 2022	SELL	$45.15 - $55.11 $10,249 - $12,509	-227 Reduced 0.15%	153,450 $7.05 Million
Q1 2022 May 16, 2022	BUY	$51.5 - $57.18 $112,527 - $124,938	2,185 Added 1.44%	153,677 $8.4 Million
Q4 2021 Feb 09, 2022	SELL	$52.62 - $57.03 $152,861 - $165,672	-2,905 Reduced 1.88%	151,492 $8.53 Million
Q3 2021 Nov 12, 2021	BUY	$49.81 - $54.23 $717,562 - $781,237	14,406 Added 10.29%	154,397 $8.03 Million
Q2 2021 Aug 16, 2021	SELL	$50.97 - $54.49 $63,151 - $67,513	-1,239 Reduced 0.88%	139,991 $7.33 Million
Q1 2021 May 14, 2021	SELL	$42.79 - $52.29 $173,513 - $212,035	-4,055 Reduced 2.79%	141,230 $7.19 Million
Q4 2020 Feb 16, 2021	BUY	$34.56 - $43.66 $115,257 - $145,606	3,335 Added 2.35%	145,285 $6.31 Million
Q3 2020 Nov 12, 2020	BUY	$31.23 - $36.34 $635,530 - $739,519	20,350 Added 16.74%	141,950 $4.85 Million
Q2 2020 Aug 13, 2020	SELL	$24.14 - $37.04 $5.36 Million - $8.22 Million	-221,859 Reduced 64.6%	121,600 $3.96 Million
Q1 2020 May 13, 2020	SELL	$22.51 - $42.68 $3.27 Million - $6.2 Million	-145,234 Reduced 29.72%	343,459 $9.07 Million
Q4 2019 Feb 14, 2020	SELL	$37.75 - $42.41 $501,093 - $562,950	-13,274 Reduced 2.64%	488,693 $20.6 Million
Q3 2019 Nov 08, 2019	BUY	$39.14 - $40.36 $93,035 - $95,935	2,377 Added 0.48%	501,967 $19.8 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-37,456 Reduced 6.97%	499,590 $20 Million
Q1 2019 Apr 30, 2019	BUY	N/A	17,862 Added 3.44%	537,046 $21.1 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-117,352 Reduced 18.44%	519,184 $17.8 Million
Q3 2018 Nov 13, 2018	BUY	N/A	31,247 Added 5.16%	636,536 $26.3 Million
Q2 2018 Aug 14, 2018	BUY	N/A	15,681 Added 2.66%	605,289 $24.3 Million
Q1 2018 May 10, 2018	BUY	N/A	44,362 Added 8.14%	589,608 $22.8 Million
Q4 2017 Feb 09, 2018	BUY	N/A	17,703 Added 3.36%	545,246 $21.6 Million
Q3 2017 Nov 14, 2017	BUY	N/A	527,543	527,543 $19.6 Million

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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First Republic Investment Management, Inc. Wisdomtree U.S. Midcap Fund Transaction History