TOBIAS FINANCIAL ADVISORS, INC. – WisdomTree U.S. LargeCap Dividend Fund Transaction History
TOBIAS FINANCIAL ADVISORS, INC. portfolio value:
$11.89M
portfolio value
TOBIAS FINANCIAL ADVISORS, INC. quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.29% | 8.84K shares | -304K | $55.26 | 215.18K |
| Q2 2022 | share | Decrease | -3.37% | -7.19K shares | -1.83M | $59.1 | 206.33K |
| Q1 2022 | share | Increase | 0.00% | 213.53K shares | 14.03M | $65.72 | 213.53K |
| Q4 2021 | share | Decrease | -100.00% | -95.05K shares | -11.33M | $66 | 0 |
| Q3 2021 | share | Increase | +10.51% | 9.03K shares | 989K | $118.92 | 95.05K |
| Q2 2021 | share | Increase | +3.59% | 2.98K shares | 827K | $119.29 | 86.02K |
| Q1 2021 | share | Increase | +10.74% | 8.05K shares | 1.46M | $113.07 | 83.03K |
| Q4 2020 | share | Increase | +2.14% | 1.56K shares | 937K | $105.51 | 74.98K |
| Q3 2020 | share | Increase | +3.41% | 2.42K shares | 530K | $94.43 | 73.41K |
| Q2 2020 | share | Decrease | -15.43% | -12.94K shares | -200K | $89.8 | 70.99K |
| Q1 2020 | share | Increase | +3.05% | 2.48K shares | -1.83M | $77.66 | 83.94K |
| Q4 2019 | share | Increase | 0.00% | 81.45K shares | 8.62M | $100.89 | 81.45K |