TOBIAS FINANCIAL ADVISORS, INC.
Position in DLN — WisdomTree U.S. LargeCap Dividend Fund
CIK 1802080
Plantation, FL
All Filings in DLN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DLN | $5,946,315 | 61,735 | Shares | Sole | 2026-08-25 | |
| 2024-06-30 DLN | $6,073,970 | 83,491 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DLN | $6,486,343 | 89,851 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 DLN | $6,244,233 | 94,068 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DLN | $7,643,575 | 124,306 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DLN | $12,159,111 | 191,181 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 DLN | $11,657,455 | 188,449 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 DLN | $13,361,623 | 215,684 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 DLN | $11,890,902 | 215,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 DLN | $12,194,516 | 206,337 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 DLN | $14,033,388 | 213,533 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 DLN | $5,669,734 | 95,058 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 DLN | $5,175,023 | 86,021 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 DLN | $4,761,398 | 83,038 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 DLN | $4,030,390 | 74,984 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 DLN | $3,562,144 | 73,416 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 DLN | $3,296,868 | 70,992 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 DLN | $3,397,092 | 83,941 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||