WISDOMTREE TR

Ticker: USFR CUSIP: 97717Y527 Class: FLOATNG RAT TREA

TOBIAS FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0001802080)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 5,542 Value ($000) $279 Avg Close — Range —
Q2 2025
Shares 570,886 Value ($000) $28,721 Avg Close — Range —
Q1 2025
Shares 504,729 Value ($000) $25,403 Avg Close — Range —
Q4 2024
Shares 493,119 Value ($000) $24,814 Avg Close — Range —
Q3 2024
Shares 972,637 Value ($000) $48,846 Avg Close — Range —
Q2 2024
Shares 922,308 Value ($000) $46,401 Avg Close — Range —
Q1 2024
Shares 562,244 Value ($000) $28,275 Avg Close — Range —
Q4 2023
Shares 535,064 Value ($000) $26,882 Avg Close — Range —
Q3 2023
Shares 316,173 Value ($000) $15,910 Avg Close — Range —
Q2 2023
Shares 303,341 Value ($000) $15,264 Avg Close — Range —