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
Q2 		$96.2K Hold
3,538
– – ﹤0.01% 158
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

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its WisdomTree Europe Defense Fund (WDEF) position steady in Q2 2026 at 3,538 shares worth $96.2K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Halbert Hargrove Global Advisors first reported a position in WDEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $109K in Q1 2026. 39 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3,538 shares of WisdomTree Europe Defense Fund worth $96.2K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its WisdomTree Europe Defense Fund share count unchanged in Q2 2026.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #158 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree Europe Defense Fund in Q4 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's WisdomTree Europe Defense Fund position peaked at $109K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

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