Tobias Financial Advisors, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Tobias Financial Advisors, Inc.

  • $431 Million
  • Q1 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 89,851 shares of DLN stock, worth $6.56 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
89,851
Previous 94,068 4.48%
Holding current value
$6.56 Million
Previous $6.24 Million 3.88%
% of portfolio
1.5%
Previous 1.55%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$65.84 - $72.19 $277,647 - $304,425
-4,217 Reduced 4.48%
89,851 $6.49 Million
Q4 2023

Feb 14, 2024
SELL
$58.89 - $66.53 $1.78 Million - $2.01 Million
-30,238 Reduced 24.33%
94,068 $6.24 Million
Q3 2023

Nov 03, 2023
SELL
$61.47 - $65.66 $4.11 Million - $4.39 Million
-66,875 Reduced 34.98%
124,306 $7.64 Million
Q2 2023

Aug 03, 2023
BUY
$60.35 - $63.6 $164,876 - $173,755
2,732 Added 1.45%
191,181 $12.2 Million
Q1 2023

Apr 24, 2023
SELL
$59.37 - $64.16 $1.62 Million - $1.75 Million
-27,235 Reduced 12.63%
188,449 $11.7 Million
Q4 2022

Feb 13, 2023
BUY
$59.96 - $64.63 $30,159 - $32,508
503 Added 0.23%
215,684 $13.4 Million
Q3 2022

Nov 14, 2022
BUY
N/A
8,844 Added 4.29%
215,181 $11.9 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-7,196 Reduced 3.37%
206,337 $12.2 Million
Q1 2022

May 09, 2022
BUY
N/A
213,533 New
213,533 $14 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-95,058 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
9,037 Added 10.51%
95,058 $11.3 Million
Q2 2021

Aug 12, 2021
BUY
N/A
2,983 Added 3.59%
86,021 $10.4 Million
Q1 2021

May 07, 2021
BUY
N/A
8,054 Added 10.74%
83,038 $9.52 Million
Q4 2020

Feb 12, 2021
BUY
N/A
1,568 Added 2.14%
74,984 $8.06 Million
Q3 2020

Nov 05, 2020
BUY
N/A
2,424 Added 3.41%
73,416 $7.12 Million
Q2 2020

Nov 05, 2020
SELL
N/A
-12,949 Reduced 15.43%
70,992 $6.59 Million
Q1 2020

May 13, 2020
BUY
N/A
2,483 Added 3.05%
83,941 $6.79 Million
Q4 2019

Feb 04, 2020
BUY
N/A
81,458 New
81,458 $8.63 Million

Others Institutions Holding DLN

# of Institutions
388
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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