Halbert Hargrove Global Advisors’s WisdomTree US Adaptive Moving Average Fund WAMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$198M	Buy	7,396,874 +357,580	+5%	+$9.5M	8.66%	4
2026 Q2	$184M	Buy	7,039,294 +85,571	+1%	+$2.19M	7.97%	4
2026 Q1	$167M	Buy	+6,953,723	New	+$168M	8.07%	5

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

Halbert Hargrove Global Advisors increased its WisdomTree US Adaptive Moving Average Fund (WAMA) stake by 5.1% in Q3 2026, buying an estimated $9.5M and bringing the position to 7,396,874 shares worth $198M. The position accounts for 8.66% of the portfolio, ranked #4.

Halbert Hargrove Global Advisors first reported a position in WAMA in Q1 2026 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds WAMA as of Q3 2026.

Halbert Hargrove Global Advisors held 7,396,874 shares of WisdomTree US Adaptive Moving Average Fund worth $198M as of Q3 2026.
Halbert Hargrove Global Advisors bought 357,580 WisdomTree US Adaptive Moving Average Fund shares in Q3 2026, an estimated $9.5M.
WisdomTree US Adaptive Moving Average Fund made up 8.66% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #4 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree US Adaptive Moving Average Fund in Q1 2026 and has held it in 3 quarters since.
1 fund tracked by Wall St. Rank held WisdomTree US Adaptive Moving Average Fund as of Q3 2026.

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