Halbert Hargrove Global Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,096	Closed	-$201K	–	94
2020 Q1	$201K	Sell	5,096 -1,776	-26%	-$85.4K	0.04%	76
2019 Q4	$368K	Sell	6,872 -703	-9%	-$36.3K	0.1%	51
2019 Q3	$377K	Buy	7,575 +1,211	+19%	+$60K	0.1%	50
2019 Q2	$325K	Sell	6,364 -127	-2%	-$6.46K	0.09%	56
2019 Q1	$329K	Sell	6,491 -684	-10%	-$34K	1.16%	29
2018 Q4	$334K	Sell	7,175 -9,001	-56%	-$443K	0.08%	50
2018 Q3	$859K	Sell	16,176 -9,258	-36%	-$492K	0.22%	19
2018 Q2	$1.34M	Sell	25,434 -281	-1%	-$15.5K	0.35%	12
2018 Q1	$1.41M	Sell	25,715 -4,238	-14%	-$239K	0.37%	11
2017 Q4	$1.67M	Sell	29,953 -11,115	-27%	-$611K	0.44%	12
2017 Q3	$2.24M	Sell	41,068 -6,751	-14%	-$360K	0.62%	7
2017 Q2	$2.48M	Hold	47,819	–	–	0.66%	7
2017 Q1	$2.38M	Hold	47,819	–	–	0.61%	7
2016 Q4	$2.22M	Hold	47,819	–	–	0.62%	7
2016 Q3	$2.25M	Hold	47,819	–	–	0.63%	6
2016 Q2	$2.14M	Hold	47,819	–	–	0.61%	7
2016 Q1	$2.19M	Buy	47,819 +30,677	+179%	+$1.35M	0.79%	6
2015 Q4	$798K	Hold	17,142	–	–	0.34%	22
2015 Q3	$779K	Hold	17,142	–	–	0.38%	19
2015 Q2	$875K	Hold	17,142	–	–	0.21%	34
2015 Q1	$888K	Hold	17,142	–	–	0.29%	37
2014 Q4	$850K	Hold	17,142	–	–	0.42%	19
2014 Q3	$896K	Hold	17,142	–	–	0.25%	30
2014 Q2	$960K	Hold	17,142	–	–	0.29%	17
2014 Q1	$937K	Hold	17,142	–	–	0.29%	16
2013 Q4	$934K	Hold	17,142	–	–	0.29%	17
2013 Q3	$886K	Sell	17,142 -2,714	-14%	-$134K	0.29%	18
2013 Q2	$914K	Buy	+19,856	New	+$970K	0.33%	18

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Halbert Hargrove Global Advisors's DWM Position: Q2 2020 in Review

Halbert Hargrove Global Advisors sold out of WisdomTree International Equity Fund (DWM) in Q2 2020, closing a stake of 5,096 shares — an estimated $201K sold.

Halbert Hargrove Global Advisors first reported a position in DWM in Q2 2013 and held it in 28 quarters. The position peaked at $2.48M in Q2 2017. 112 funds tracked by Wall St. Rank hold DWM as of Q2 2020.

Halbert Hargrove Global Advisors reported no remaining WisdomTree International Equity Fund position as of Q2 2020 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 5,096 WisdomTree International Equity Fund shares in Q2 2020, an estimated $201K.
Halbert Hargrove Global Advisors first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 28 quarters.
Halbert Hargrove Global Advisors's WisdomTree International Equity Fund position peaked at $2.48M in Q2 2017.
112 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2020.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.