Tobias Financial Advisors, Inc. Wisdomtree Tr Transaction History

Tobias Financial Advisors, Inc.

  • $431 Million
  • Q1 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 68,897 shares of DWM stock, worth $3.72 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
68,897
Previous 74,210 7.16%
Holding current value
$3.72 Million
Previous $3.9 Million 3.11%
% of portfolio
0.88%
Previous 0.97%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$42.44 - $48.25 $482,585 - $548,650
11,371 Added 6.22%
194,304 $9.14 Million
Q3 2022

Nov 14, 2022
BUY
N/A
53,436 Added 41.26%
182,933 $7.35 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-11,855 Reduced 8.39%
129,497 $5.88 Million
Q1 2022

May 09, 2022
BUY
N/A
141,352 New
141,352 $7.46 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-128,348 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
24,417 Added 23.49%
128,348 $6.79 Million
Q2 2021

Aug 12, 2021
BUY
N/A
9,945 Added 10.58%
103,931 $5.67 Million
Q1 2021

May 07, 2021
BUY
N/A
6,572 Added 7.52%
93,986 $4.94 Million
Q4 2020

Feb 12, 2021
BUY
N/A
7,320 Added 9.14%
87,414 $4.43 Million
Q3 2020

Nov 05, 2020
BUY
N/A
3,485 Added 4.55%
80,094 $3.64 Million
Q2 2020

Nov 05, 2020
SELL
N/A
-75,703 Reduced 49.7%
76,609 $3.39 Million
Q1 2020

May 13, 2020
BUY
N/A
6,462 Added 4.43%
152,312 $6.02 Million
Q4 2019

Feb 04, 2020
BUY
N/A
145,850 New
145,850 $7.8 Million

Others Institutions Holding DWM

# of Institutions
131
Shares Held
6.48M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
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