Halbert Hargrove Global Advisors’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$394K	Sell	8,600 -10	-0.1%	-$404	0.02%	78
2026 Q2	$312K	Hold	8,610	–	–	0.01%	86
2026 Q1	$215K	Buy	8,610 +321	+4%	+$8.37K	0.01%	90
2025 Q4	$231K	Hold	8,289	–	–	0.01%	85
2025 Q3	$260K	Sell	8,289 -2	-0%	-$62	0.01%	90
2025 Q2	$265K	Sell	8,291 -32	-0.4%	-$933	0.01%	76
2025 Q1	$226K	Sell	8,323 -624	-7%	-$18.4K	0.01%	80
2024 Q4	$253K	Sell	8,947 -59	-0.7%	-$1.64K	0.01%	79
2024 Q3	$229K	Sell	9,006 -279	-3%	-$6.96K	0.01%	84
2024 Q2	$233K	Sell	9,285 -313	-3%	-$7.63K	0.01%	83
2024 Q1	$246K	Hold	9,598	–	–	0.02%	88
2023 Q4	$243K	Sell	9,598 -804	-8%	-$17.7K	0.02%	87
2023 Q3	$213K	Hold	10,402	–	–	0.02%	92
2023 Q2	$201K	Hold	10,402	–	–	0.01%	90
2023 Q1	$191K	Buy	10,402 +344	+3%	+$5.84K	0.01%	162
2022 Q4	$153K	Buy	+10,058	New	+$162K	0.01%	162

Other funds holding WCBR

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Elevate Capital Advisors Eagle, Colorado $174M AUM 12.7% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its WisdomTree Cybersecurity Fund (WCBR) stake by 0.12% in Q3 2026, selling an estimated $404 and leaving 8,600 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #78.

Halbert Hargrove Global Advisors first reported a position in WCBR in Q4 2022 and has held it in 16 quarters since. 42 funds tracked by Wall St. Rank hold WCBR as of Q3 2026.

Halbert Hargrove Global Advisors held 8,600 shares of WisdomTree Cybersecurity Fund worth $394K as of Q3 2026.
Halbert Hargrove Global Advisors sold 10 WisdomTree Cybersecurity Fund shares in Q3 2026, an estimated $404.
WisdomTree Cybersecurity Fund made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #78 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Cybersecurity Fund in Q4 2022 and has held it in 16 quarters since.
42 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2026.

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