Tobias Financial Advisors, Inc. Wisdomtree Tr Transaction History

Tobias Financial Advisors, Inc.

$569 Million
Q2 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 57,475 shares of DWM stock, worth $3.8 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

57,475

Previous 61,091 5.92%

Holding current value

$3.8 Million

Previous $3.55 Million 2.84%

% of portfolio

0.64%

Previous 0.71%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$52.06 - $63.91 $188,248 - $231,098	-3,616 Reduced 5.92%	57,475 $3.65 Million
Q1 2025 May 15, 2025	SELL	$52.19 - $59.86 $81,207 - $93,142	-1,556 Reduced 2.48%	61,091 $3.55 Million
Q4 2024 Feb 13, 2025	SELL	$52.54 - $57.11 $90,999 - $98,914	-1,732 Reduced 2.69%	62,647 $3.3 Million
Q3 2024 Oct 30, 2024	SELL	$52.24 - $58.1 $32,754 - $36,428	-627 Reduced 0.96%	64,379 $3.71 Million
Q2 2024 Aug 13, 2024	SELL	$52.54 - $56.44 $204,433 - $219,608	-3,891 Reduced 5.65%	65,006 $3.49 Million
Q1 2024 May 02, 2024	SELL	$50.94 - $55.08 $270,644 - $292,640	-5,313 Reduced 7.16%	68,897 $3.78 Million
Q4 2023 Feb 14, 2024	SELL	$46.5 - $52.58 $505,362 - $571,439	-10,868 Reduced 12.77%	74,210 $3.9 Million
Q3 2023 Nov 03, 2023	SELL	$48.13 - $51.79 $5.56 Million - $5.99 Million	-115,616 Reduced 57.61%	85,078 $4.11 Million
Q2 2023 Aug 03, 2023	BUY	$48.54 - $51.63 $115,864 - $123,240	2,387 Added 1.2%	200,694 $10 Million
Q1 2023 Apr 24, 2023	BUY	$47.34 - $51.12 $189,502 - $204,633	4,003 Added 2.06%	198,307 $9.86 Million
Q4 2022 Feb 13, 2023	BUY	$39.94 - $48.25 $454,157 - $548,650	11,371 Added 6.22%	194,304 $9.14 Million
Q3 2022 Nov 14, 2022	BUY	$39.86 - $47.65 $2.13 Million - $2.55 Million	53,436 Added 41.26%	182,933 $7.35 Million
Q2 2022 Aug 12, 2022	SELL	$45.44 - $53.31 $538,691 - $631,990	-11,855 Reduced 8.39%	129,497 $5.88 Million
Q1 2022 May 09, 2022	BUY	$48.63 - $55.69 $6.87 Million - $7.87 Million	141,352 New	141,352 $7.46 Million
Q4 2021 Feb 09, 2022	SELL	$51.6 - $54.8 $6.62 Million - $7.03 Million	-128,348 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$52.87 - $56.39 $1.29 Million - $1.38 Million	24,417 Added 23.49%	128,348 $6.79 Million
Q2 2021 Aug 12, 2021	BUY	$53.08 - $56.66 $527,880 - $563,483	9,945 Added 10.58%	103,931 $5.67 Million
Q1 2021 May 07, 2021	BUY	$50.35 - $53.3 $330,900 - $350,287	6,572 Added 7.52%	93,986 $4.94 Million
Q4 2020 Feb 12, 2021	BUY	$43.68 - $50.9 $319,737 - $372,588	7,320 Added 9.14%	87,414 $4.43 Million
Q3 2020 Nov 05, 2020	BUY	$44.37 - $47.42 $154,629 - $165,258	3,485 Added 4.55%	80,094 $3.64 Million
Q2 2020 Nov 05, 2020	SELL	$37.7 - $47.21 $2.85 Million - $3.57 Million	-75,703 Reduced 49.7%	76,609 $3.39 Million
Q1 2020 May 13, 2020	BUY	$34.55 - $53.86 $223,262 - $348,043	6,462 Added 4.43%	152,312 $6.02 Million
Q4 2019 Feb 04, 2020	BUY	$48.34 - $53.77 $7.05 Million - $7.84 Million	145,850 New	145,850 $7.8 Million

Others Institutions Holding DWM

# of Institutions

135

Shares Held

5.56M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Wisdomtree Tr Transaction History