HHGA
WCBR

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
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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q2 2026 at 8,610 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #86.

Halbert Hargrove Global Advisors first reported a position in WCBR in Q4 2022 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

  • Halbert Hargrove Global Advisors held 8,610 shares of WisdomTree Cybersecurity Fund worth $312K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its WisdomTree Cybersecurity Fund share count unchanged in Q2 2026.
  • WisdomTree Cybersecurity Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #86 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree Cybersecurity Fund in Q4 2022 and has held it in 15 quarters since.
  • 17 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

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