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

Tobias Financial Advisors, Inc.

$486 Million
Q3 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 81,574 shares of DLN stock, worth $6.56 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

81,574

Previous 83,491 2.3%

Holding current value

$6.56 Million

Previous $6.07 Million 5.52%

% of portfolio

1.32%

Previous 1.34%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$71.86 - $78.56 $137,755 - $150,599	-1,917 Reduced 2.3%	81,574 $6.41 Million
Q2 2024 Aug 13, 2024	SELL	$68.68 - $73.31 $436,804 - $466,251	-6,360 Reduced 7.08%	83,491 $6.07 Million
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	$55.78 - $64.63 $28,057 - $32,508	503 Added 0.23%	215,684 $13.4 Million
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $488,719 - $569,022	8,844 Added 4.29%	215,181 $11.9 Million
Q2 2022 Aug 12, 2022	SELL	$57.22 - $66.91 $411,755 - $481,484	-7,196 Reduced 3.37%	206,337 $12.2 Million
Q1 2022 May 09, 2022	BUY	$62.31 - $66.73 $13.3 Million - $14.2 Million	213,533 New	213,533 $14 Million
Q4 2021 Feb 09, 2022	SELL	$59.87 - $66.15 $5.69 Million - $6.29 Million	-95,058 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$59.65 - $63.08 $539,057 - $570,053	9,037 Added 10.51%	95,058 $11.3 Million
Q2 2021 Aug 12, 2021	BUY	$57.63 - $60.69 $171,910 - $181,038	2,983 Added 3.59%	86,021 $10.4 Million
Q1 2021 May 07, 2021	BUY	$53.02 - $57.62 $427,023 - $464,071	8,054 Added 10.74%	83,038 $9.52 Million
Q4 2020 Feb 12, 2021	BUY	$46.78 - $53.75 $73,351 - $84,280	1,568 Added 2.14%	74,984 $8.06 Million
Q3 2020 Nov 05, 2020	BUY	$46.22 - $51.04 $112,037 - $123,720	2,424 Added 3.41%	73,416 $7.12 Million
Q2 2020 Nov 05, 2020	SELL	$38.73 - $49.8 $501,514 - $644,860	-12,949 Reduced 15.43%	70,992 $6.59 Million
Q1 2020 May 13, 2020	BUY	$34.67 - $54.17 $86,085 - $134,504	2,483 Added 3.05%	83,941 $6.79 Million
Q4 2019 Feb 04, 2020	BUY	$47.98 - $53.05 $3.91 Million - $4.32 Million	81,458 New	81,458 $8.63 Million

Others Institutions Holding DLN

# of Institutions

413

Shares Held

36.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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