Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio NTSE Stock Details NTSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$261K Hold
5,689
– – 0.01% 93
2026
Q2 		$277K Sell
5,689
-869
-13% -$39.9K 0.01% 90
2026
Q1 		$261K Sell
6,558
-110
-2% -$4.52K 0.01% 82
2025
Q4 		$252K Sell
6,668
-1,433
-18% -$53.6K 0.01% 81
2025
Q3 		$294K Sell
8,101
-208
-3% -$7.18K 0.01% 83
2025
Q2 		$276K Sell
8,309
-12,844
-61% -$395K 0.01% 72
2025
Q1 		$635K Sell
21,153
-3,194
-13% -$94.9K 0.04% 51
2024
Q4 		$698K Sell
24,347
-4,032
-14% -$123K 0.04% 55
2024
Q3 		$913K Sell
28,379
-7,328
-21% -$222K 0.05% 49
2024
Q2 		$1.05M Sell
35,707
-1,063,561
-97% -$30.6M 0.06% 45
2024
Q1 		$31.1M Sell
1,099,268
-54,295
-5% -$1.5M 2.03% 12
2023
Q4 		$32.7M Sell
1,153,563
-12,394
-1% -$327K 2.24% 11
2023
Q3 		$30M Buy
1,165,957
+46,337
+4% +$1.27M 2.24% 11
2023
Q2 		$31.2M Sell
1,119,620
-46,754
-4% -$1.3M 2.28% 11
2023
Q1 		$32.7M Sell
1,166,374
-102,956
-8% -$2.9M 2.22% 12
2022
Q4 		$33.7M Buy
1,269,330
+428,206
+51% +$10.9M 2.41% 11
2022
Q3 		$20.3M Sell
841,124
-35,760
-4% -$998K 1.56% 14
2022
Q2 		$25M Buy
876,884
+79,534
+10% +$2.38M 1.85% 13
2022
Q1 		$26.1M Buy
797,350
+78,462
+11% +$2.77M 1.72% 13
2021
Q4 		$26.7M Buy
+718,888
New +$27.4M 1.7% 14

Other funds holding NTSE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its WisdomTree Emerging Markets Efficient Core Fund (NTSE) position steady in Q3 2026 at 5,689 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #93.

Halbert Hargrove Global Advisors first reported a position in NTSE in Q4 2021 and has held it in 20 quarters since. The position peaked at $33.7M in Q4 2022. 7 funds tracked by Wall St. Rank hold NTSE as of Q3 2026.

  • Halbert Hargrove Global Advisors held 5,689 shares of WisdomTree Emerging Markets Efficient Core Fund worth $261K as of Q3 2026.
  • Halbert Hargrove Global Advisors left its WisdomTree Emerging Markets Efficient Core Fund share count unchanged in Q3 2026.
  • WisdomTree Emerging Markets Efficient Core Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #93 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q4 2021 and has held it in 20 quarters since.
  • Halbert Hargrove Global Advisors's WisdomTree Emerging Markets Efficient Core Fund position peaked at $33.7M in Q4 2022.
  • 7 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q3 2026.

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