HHGA
DES icon

Halbert Hargrove Global Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785K Sell
19,292
-15,807
-45% -$609K 0.03% 54
2026
Q1 		$1.26M Sell
35,099
-1,136
-3% -$41K 0.06% 48
2025
Q4 		$1.21M Hold
36,235
– – 0.06% 46
2025
Q3 		$1.22M Hold
36,235
– – 0.06% 47
2025
Q2 		$1.15M Hold
36,235
– – 0.06% 43
2025
Q1 		$1.16M Hold
36,235
– – 0.07% 41
2024
Q4 		$1.24M Buy
36,235
+30
+0.1% +$1.06K 0.07% 42
2024
Q3 		$1.25M Buy
36,205
+118
+0.3% +$3.92K 0.07% 40
2024
Q2 		$1.12M Buy
36,087
+86
+0.2% +$2.7K 0.07% 44
2024
Q1 		$1.18M Buy
36,001
+6,603
+22% +$207K 0.08% 45
2023
Q4 		$946K Sell
29,398
-4,563
-13% -$133K 0.07% 49
2023
Q3 		$958K Buy
33,961
+71
+0.2% +$2.08K 0.07% 42
2023
Q2 		$976K Buy
33,890
+56
+0.2% +$1.56K 0.07% 41
2023
Q1 		$966K Sell
33,834
-44
-0.1% -$1.32K 0.07% 48
2022
Q4 		$963K Buy
33,878
+66
+0.2% +$1.9K 0.07% 50
2022
Q3 		$870K Buy
33,812
+57
+0.2% +$1.65K 0.07% 52
2022
Q2 		$953K Buy
33,755
+47
+0.1% +$1.41K 0.07% 51
2022
Q1 		$1.07M Buy
33,708
+21
+0.1% +$671 0.07% 51
2021
Q4 		$1.11M Buy
33,687
+426
+1% +$13.8K 0.07% 50
2021
Q3 		$1.02M Buy
33,261
+46
+0.1% +$1.44K 0.07% 43
2021
Q2 		$1.06M Buy
33,215
+35
+0.1% +$1.13K 0.07% 44
2021
Q1 		$1.03M Buy
33,180
+13
+0% +$384 0.07% 39
2020
Q4 		$882K Buy
33,167
+12,545
+61% +$304K 0.07% 37
2020
Q3 		$435K Hold
20,622
– – 0.04% 54
2020
Q2 		$437K Buy
20,622
+1,563
+8% +$31.1K 0.06% 42
2020
Q1 		$343K Buy
+19,059
New +$471K 0.06% 46
2018
Q3 		– Sell
-7,790
Closed -$231K – 86
2018
Q2 		$231K Hold
7,790
– – 0.06% 63
2018
Q1 		$213K Sell
7,790
-2,795
-26% -$78.9K 0.06% 64
2017
Q4 		$307K Sell
10,585
-4,808
-31% -$137K 0.08% 48
2017
Q3 		$431K Sell
15,393
-3,747
-20% -$100K 0.12% 32
2017
Q2 		$513K Hold
19,140
– – 0.14% 30
2017
Q1 		$514K Hold
19,140
– – 0.13% 32
2016
Q4 		$528K Hold
19,140
– – 0.15% 29
2016
Q3 		$480K Hold
19,140
– – 0.14% 30
2016
Q2 		$457K Hold
19,140
– – 0.13% 31
2016
Q1 		$438K Buy
19,140
+2,370
+14% +$49.4K 0.16% 29
2015
Q4 		$362K Hold
16,770
– – 0.16% 48
2015
Q3 		$352K Buy
+16,770
New +$374K 0.17% 43

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Halbert Hargrove Global Advisors's DES Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 45% in Q2 2026, selling an estimated $609K and leaving 19,292 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #54.

Halbert Hargrove Global Advisors first reported a position in DES in Q3 2015 and has held it in 38 quarters since. The position peaked at $1.26M in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Halbert Hargrove Global Advisors held 19,292 shares of WisdomTree US SmallCap Dividend Fund worth $785K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 15,807 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $609K.
  • WisdomTree US SmallCap Dividend Fund made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #54 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2015 and has held it in 38 quarters since.
  • Halbert Hargrove Global Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.26M in Q1 2026.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.