HHGA
Halbert Hargrove Global Advisors’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
8,309
-12,844
| -61% | -$426K | 0.01% | 61 |
|
|
2025
Q1 | $635K | Sell |
21,153
-3,194
| -13% | -$95.9K | 0.04% | 45 |
|
|
2024
Q4 | $698K | Sell |
24,347
-4,032
| -14% | -$116K | 0.04% | 46 |
|
|
2024
Q3 | $913K | Sell |
28,379
-7,328
| -21% | -$236K | 0.05% | 42 |
|
|
2024
Q2 | $1.05M | Sell |
35,707
-1,063,561
| -97% | -$31.3M | 0.06% | 38 |
|
|
2024
Q1 | $31.1M | Sell |
1,099,268
-54,295
| -5% | -$1.54M | 2.03% | 12 |
|
|
2023
Q4 | $32.7M | Sell |
1,153,563
-12,394
| -1% | -$351K | 2.24% | 11 |
|
|
2023
Q3 | $30M | Buy |
1,165,957
+46,337
| +4% | +$1.19M | 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% | -$2.89M | 2.22% | 12 |
|
|
2022
Q4 | $33.7M | Buy |
1,269,330
+428,206
| +51% | +$11.4M | 2.41% | 11 |
|
|
2022
Q3 | $20.3M | Sell |
841,124
-35,760
| -4% | -$861K | 1.56% | 14 |
|
|
2022
Q2 | $25M | Buy |
876,884
+79,534
| +10% | +$2.26M | 1.85% | 13 |
|
|
2022
Q1 | $26.1M | Buy |
797,350
+78,462
| +11% | +$2.57M | 1.72% | 13 |
|
|
2021
Q4 | $26.7M | Buy |
+718,888
| New | +$26.7M | 1.7% | 14 |
|