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 Q3	$98.9K	Hold	3,538	–	–	﹤0.01%	148
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its WisdomTree Europe Defense Fund (WDEF) position steady in Q3 2026 at 3,538 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Halbert Hargrove Global Advisors first reported a position in WDEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $109K in Q1 2026. 7 funds tracked by Wall St. Rank hold WDEF as of Q3 2026.

Halbert Hargrove Global Advisors held 3,538 shares of WisdomTree Europe Defense Fund worth $98.9K as of Q3 2026.
Halbert Hargrove Global Advisors left its WisdomTree Europe Defense Fund share count unchanged in Q3 2026.
WisdomTree Europe Defense Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #148 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Europe Defense Fund in Q4 2025 and has held it in 4 quarters since.
Halbert Hargrove Global Advisors's WisdomTree Europe Defense Fund position peaked at $109K in Q1 2026.
7 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q3 2026.

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