Halbert Hargrove Global Advisors »

Wisdomtree Tr shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $194k 6.8k 28.56
2025-06-30 $137k 5.6k 24.56
2025-03-31 $171k 9.0k 19.00
2024-12-31 $211k 9.6k 22.00
2024-06-30 $205k 9.8k 20.89
2024-03-31 $209k 10k 20.77
2023-09-30 $176k 10k 17.42

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

Top funds holding Wisdomtree Tr

LPL Financial
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Susquehanna International
Raymond James Financial
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings
Perigon Wealth Management
AdvisorNet Financial
Orca Investment Management

View all funds holding Wisdomtree Tr