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 Q1	$167M	Buy	+6,953,723	New	+$168M	8.07%	5

Other funds holding WAMA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Halbert Hargrove Global Advisors's WAMA Position: Q1 2026 in Review

Halbert Hargrove Global Advisors opened a new position in WisdomTree US Adaptive Moving Average Fund (WAMA) in Q1 2026: 6,953,723 shares worth $167M. The stake represents 8.07% of the portfolio and ranks #5 among its holdings.

2 funds tracked by Wall St. Rank hold WAMA as of Q1 2026.

Halbert Hargrove Global Advisors held 6,953,723 shares of WisdomTree US Adaptive Moving Average Fund worth $167M as of Q1 2026.
WisdomTree US Adaptive Moving Average Fund was a new Halbert Hargrove Global Advisors position in Q1 2026.
WisdomTree US Adaptive Moving Average Fund made up 8.07% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #5 holding.
2 funds tracked by Wall St. Rank held WisdomTree US Adaptive Moving Average Fund as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.