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Wisdomtree Tr shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (NTSE) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 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 Tr by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $31M 1.1M 28.29
2023-12-31 $33M 1.2M 28.32
2023-09-30 $30M 1.2M 25.77
2023-06-30 $31M 1.1M 27.88
2023-03-31 $33M 1.2M 28.06
2022-12-31 $34M 1.3M 26.54
2022-09-30 $20M 841k 24.09
2022-06-30 $25M 877k 28.45
2022-03-31 $26M 797k 32.76
2021-12-31 $27M 719k 37.17

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 Tr

Halbert Hargrove Global Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
Jane Street
Drive Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Cardiff Park Advisors
UBS Group

View all funds holding Wisdomtree Tr