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WisdomTree SmallCap Dividend Fund shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 36k 32.68
2023-12-31 $946k 29k 32.17
2023-09-30 $958k 34k 28.20
2023-06-30 $976k 34k 28.79
2023-03-31 $966k 34k 28.56
2022-12-31 $964k 34k 28.44
2022-09-30 $870k 34k 25.73
2022-06-30 $953k 34k 28.23
2022-03-31 $1.1M 34k 31.86
2021-12-31 $1.1M 34k 32.86
2021-09-30 $1.0M 33k 30.82
2021-06-30 $1.1M 33k 31.88
2021-03-31 $1.0M 33k 31.16
2020-12-31 $882k 33k 26.59
2020-09-30 $435k 21k 21.09
2020-06-30 $437k 21k 21.19
2020-03-31 $343k 19k 18.00
2018-06-30 $231k 7.8k 29.65
2018-03-31 $213k 7.8k 27.34
2017-12-31 $307k 11k 29.00
2017-09-30 $431k 5.1k 84.00
2017-06-30 $513k 6.4k 80.41
2017-03-31 $514k 6.4k 80.56
2016-12-31 $528k 6.4k 82.76
2016-09-30 $480k 6.4k 75.24
2016-06-30 $457k 6.4k 71.63
2016-03-31 $438k 6.4k 68.65
2015-12-31 $362k 5.6k 64.76
2015-09-30 $352k 5.6k 62.97

More positions owned by Halbert Hargrove Global Advisors

Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr U S Equity Factr (LRGF)
Wisdomtree Tr Emerging Markets (NTSE)
Ishares Tr Intl Eqty Factor (INTF)
Airbnb Com Cl A (ABNB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund