Tobias Financial Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History

Tobias Financial Advisors, Inc.

$635 Million
Q3 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 5,542 shares of USFR stock, worth $278,762. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,542

Previous 570,886 99.03%

Holding current value

$278,762

Previous $28.7 Million 99.03%

% of portfolio

0.04%

Previous 5.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$50.23 - $50.48 $28.4 Million - $28.5 Million	-565,344 Reduced 99.03%	5,542 $278,000
Q2 2025 Aug 13, 2025	BUY	$50.28 - $50.47 $3.33 Million - $3.34 Million	66,157 Added 13.11%	570,886 $28.7 Million
Q1 2025 May 15, 2025	BUY	$50.29 - $50.5 $583,866 - $586,305	11,610 Added 2.35%	504,729 $25.4 Million
Q4 2024 Feb 13, 2025	SELL	$50.23 - $50.46 $24.1 Million - $24.2 Million	-479,518 Reduced 49.3%	493,119 $24.8 Million
Q3 2024 Oct 30, 2024	BUY	$50.2 - $50.48 $2.53 Million - $2.54 Million	50,329 Added 5.46%	972,637 $48.8 Million
Q2 2024 Aug 13, 2024	BUY	$50.28 - $50.52 $18.1 Million - $18.2 Million	360,064 Added 64.04%	922,308 $46.4 Million
Q1 2024 May 02, 2024	BUY	$50.23 - $50.46 $1.37 Million - $1.37 Million	27,180 Added 5.08%	562,244 $28.3 Million
Q4 2023 Feb 14, 2024	BUY	$50.21 - $50.49 $11 Million - $11.1 Million	218,891 Added 69.23%	535,064 $26.9 Million
Q3 2023 Nov 03, 2023	BUY	$50.28 - $50.51 $645,192 - $648,144	12,832 Added 4.23%	316,173 $15.9 Million
Q2 2023 Aug 03, 2023	BUY	$50.23 - $50.5 $15.2 Million - $15.3 Million	303,341 New	303,341 $15.3 Million

Others Institutions Holding USFR

# of Institutions

609

Shares Held

253M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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 Floating Rate Treas Transaction History