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 Q2	$277K	Sell	5,689 -869	-13%	-$39.9K	0.01%	90
2026 Q1	$261K	Sell	6,558 -110	-2%	-$4.53K	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 Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its WisdomTree Emerging Markets Efficient Core Fund (NTSE) stake by 13% in Q2 2026, selling an estimated $39.9K and leaving 5,689 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #90.

Halbert Hargrove Global Advisors first reported a position in NTSE in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.7M in Q4 2022. 6 funds tracked by Wall St. Rank hold NTSE as of Q2 2026.

Halbert Hargrove Global Advisors held 5,689 shares of WisdomTree Emerging Markets Efficient Core Fund worth $277K as of Q2 2026.
Halbert Hargrove Global Advisors sold 869 WisdomTree Emerging Markets Efficient Core Fund shares in Q2 2026, an estimated $39.9K.
WisdomTree Emerging Markets Efficient Core Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #90 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q4 2021 and has held it in 19 quarters since.
Halbert Hargrove Global Advisors's WisdomTree Emerging Markets Efficient Core Fund position peaked at $33.7M in Q4 2022.
6 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q2 2026.

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