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

Tobias Financial Advisors, Inc.

$483 Million
Q4 2024

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 493,119 shares of USFR stock, worth $24.9 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares

493,119

Previous 972,637 49.3%

Holding current value

$24.9 Million

Previous $48.8 Million 49.2%

% of portfolio

5.13%

Previous 10.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

586

Shares Held

221M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
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Tobias Financial Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History