Tobias Financial Advisors, Inc. Wisdomtree Tr Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 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 61,091 shares of DWM stock, worth $3.96 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

61,091

Previous 62,647 2.48%

Holding current value

$3.96 Million

Previous $3.3 Million 7.6%

% of portfolio

0.71%

Previous 0.68%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

133

Shares Held

5.61M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Tobias Financial Advisors, Inc. Wisdomtree Tr Transaction History