Halbert Hargrove Global Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$96.2K	Hold	1,739	–	–	﹤0.01%	151
2026 Q2	$93.5K	Sell	1,739 -21	-1%	-$1.12K	﹤0.01%	161
2026 Q1	$87.5K	Hold	1,760	–	–	﹤0.01%	154
2025 Q4	$82.2K	Hold	1,760	–	–	﹤0.01%	155
2025 Q3	$80.9K	Hold	1,760	–	–	﹤0.01%	152
2025 Q2	$79.7K	Hold	1,760	–	–	﹤0.01%	125
2025 Q1	$74.1K	Hold	1,760	–	–	﹤0.01%	132
2024 Q4	$71.3K	Buy	+1,760	New	+$74.4K	﹤0.01%	129
2015 Q2	–	Sell	-16,860	Closed	-$717K	–	185
2015 Q1	$717K	Buy	16,860 +830	+5%	+$35.4K	0.23%	49
2014 Q4	$676K	Hold	16,030	–	–	0.34%	25
2014 Q3	$766K	Hold	16,030	–	–	0.21%	35
2014 Q2	$831K	Hold	16,030	–	–	0.25%	21
2014 Q1	$787K	Hold	16,030	–	–	0.24%	21
2013 Q4	$818K	Hold	16,030	–	–	0.25%	20
2013 Q3	$829K	Buy	16,030 +140	+0.9%	+$7.04K	0.27%	21
2013 Q2	$768K	Buy	+15,890	New	+$852K	0.28%	25

Other funds holding DEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's DEM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2026 at 1,739 shares worth $96.2K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Halbert Hargrove Global Advisors first reported a position in DEM in Q2 2013 and has held it in 16 quarters since. The position peaked at $831K in Q2 2014. 68 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Halbert Hargrove Global Advisors held 1,739 shares of WisdomTree Emerging Markets High Dividend Fund worth $96.2K as of Q3 2026.
Halbert Hargrove Global Advisors left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #151 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 16 quarters since.
Halbert Hargrove Global Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $831K in Q2 2014.
68 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.