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 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

Other funds holding WAMA

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AMPWP

Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida $759M AUM

KIC

Kensington Investment Counsel Long Beach, California $230M AUM 28.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its WisdomTree US Adaptive Moving Average Fund (WAMA) stake by 1.2% in Q2 2026, buying an estimated $2.19M and bringing the position to 7,039,294 shares worth $184M. The position accounts for 7.97% of the portfolio, ranked #4.

Halbert Hargrove Global Advisors first reported a position in WAMA in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold WAMA as of Q2 2026.

Halbert Hargrove Global Advisors held 7,039,294 shares of WisdomTree US Adaptive Moving Average Fund worth $184M as of Q2 2026.
Halbert Hargrove Global Advisors bought 85,571 WisdomTree US Adaptive Moving Average Fund shares in Q2 2026, an estimated $2.19M.
WisdomTree US Adaptive Moving Average Fund made up 7.97% of Halbert Hargrove Global Advisors's portfolio in Q2 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 2 quarters since.
5 funds tracked by Wall St. Rank held WisdomTree US Adaptive Moving Average Fund as of Q2 2026.

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