A detailed history of First Republic Investment Management, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 42,355 shares of DON stock, worth $2.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,355
Previous 42,179 0.42%
Holding current value
$2.18 Million
Previous $1.77 Million 2.2%
% 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

BUY
$40.51 - $44.22 $7,129 - $7,782
176 Added 0.42%
42,355 $1.73 Million
Q2 2023

Jul 28, 2023

SELL
$38.91 - $42.05 $354,003 - $382,570
-9,098 Reduced 17.74%
42,179 $1.77 Million
Q1 2023

May 11, 2023

BUY
$39.05 - $45.4 $156,160 - $181,554
3,999 Added 8.46%
51,277 $2.1 Million
Q4 2022

Feb 13, 2023

BUY
$38.62 - $43.71 $368,318 - $416,862
9,537 Added 25.27%
47,278 $1.95 Million
Q3 2022

Nov 03, 2022

BUY
$37.67 - $44.3 $361,556 - $425,191
9,598 Added 34.1%
37,741 $1.42 Million
Q2 2022

Aug 16, 2022

BUY
$38.16 - $45.36 $66,894 - $79,516
1,753 Added 6.64%
28,143 $1.1 Million
Q1 2022

May 16, 2022

SELL
$42.12 - $45.3 $294,250 - $316,465
-6,986 Reduced 20.93%
26,390 $1.17 Million
Q4 2021

Feb 09, 2022

BUY
$41.76 - $45.13 $306,142 - $330,848
7,331 Added 28.15%
33,376 $1.48 Million
Q3 2021

Nov 12, 2021

BUY
$40.05 - $43.23 $28,515 - $30,779
712 Added 2.81%
26,045 $1.08 Million
Q2 2021

Aug 16, 2021

BUY
$40.83 - $43.68 $186,838 - $199,879
4,576 Added 22.05%
25,333 $1.06 Million
Q1 2021

May 14, 2021

SELL
$34.36 - $41.24 $530,174 - $636,333
-15,430 Reduced 42.64%
20,757 $839,000
Q4 2020

Feb 16, 2021

SELL
$29.07 - $35.03 $246,629 - $297,194
-8,484 Reduced 18.99%
36,187 $1.26 Million
Q3 2020

Nov 12, 2020

SELL
$27.33 - $30.91 $36,676 - $41,481
-1,342 Reduced 2.92%
44,671 $1.29 Million
Q2 2020

Aug 13, 2020

SELL
$22.29 - $32.04 $220,537 - $317,003
-9,894 Reduced 17.7%
46,013 $1.3 Million
Q1 2020

May 13, 2020

SELL
$20.48 - $38.6 $682,967 - $1.29 Million
-33,348 Reduced 37.36%
55,907 $1.35 Million
Q4 2019

Feb 14, 2020

SELL
$34.97 - $38.17 $109,735 - $119,777
-3,138 Reduced 3.4%
89,255 $3.4 Million
Q3 2019

Nov 08, 2019

SELL
$33.78 - $36.78 $387,321 - $421,719
-11,466 Reduced 11.04%
92,393 $3.36 Million
Q2 2019

Aug 07, 2019

SELL
$33.9 - $36.88 $398,901 - $433,966
-11,767 Reduced 10.18%
103,859 $3.76 Million
Q1 2019

Apr 30, 2019

SELL
$31.29 - $36.15 $732,060 - $845,765
-23,396 Reduced 16.83%
115,626 $4.14 Million
Q4 2018

Feb 12, 2019

SELL
$29.98 - $36.73 $5.15 Million - $6.31 Million
-171,826 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$36.7 - $37.37 $6.31 Million - $6.42 Million
171,826 New
171,826 $6.34 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-95,949 Reduced 32.76%
196,956 $7.05 Million
Q1 2018

May 10, 2018

SELL
N/A
-49,894 Reduced 14.55%
292,905 $9.99 Million
Q4 2017

Feb 09, 2018

SELL
N/A
-118,041 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
N/A
118,041
118,041 $11.8 Million

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track First Republic Investment Management, Inc. Portfolio

Follow First Republic Investment Management, Inc. and customize your updates to receive the information that matters most to you.

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.