HHGA
WDEF

Halbert Hargrove Global Advisors’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio WDEF Stock Details WDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Buy
3,538
+406
+13% +$13.3K 0.01% 136
2025
Q4 		$90.9K Buy
+3,132
New +$93.8K ﹤0.01% 144

Other funds holding WDEF

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its WisdomTree Europe Defense Fund (WDEF) stake by 13% in Q1 2026, buying an estimated $13.3K and bringing the position to 3,538 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #136.

Halbert Hargrove Global Advisors first reported a position in WDEF in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold WDEF as of Q1 2026.

  • Halbert Hargrove Global Advisors held 3,538 shares of WisdomTree Europe Defense Fund worth $109K as of Q1 2026.
  • Halbert Hargrove Global Advisors bought 406 WisdomTree Europe Defense Fund shares in Q1 2026, an estimated $13.3K.
  • WisdomTree Europe Defense Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #136 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree Europe Defense Fund in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q1 2026.

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