Halbert Hargrove Global Advisors’s WisdomTree International Adaptive Moving Average Fund WIMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.4M	Buy	1,600,768 +69,153	+5%	+$2.87M	2.91%	11
2026 Q1	$59.9M	Buy	+1,531,615	New	+$59.2M	2.89%	11

Other funds holding WIMA

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its WisdomTree International Adaptive Moving Average Fund (WIMA) stake by 4.5% in Q2 2026, buying an estimated $2.87M and bringing the position to 1,600,768 shares worth $67.4M. The position accounts for 2.91% of the portfolio, ranked #11.

Halbert Hargrove Global Advisors first reported a position in WIMA in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold WIMA as of Q2 2026.

Halbert Hargrove Global Advisors held 1,600,768 shares of WisdomTree International Adaptive Moving Average Fund worth $67.4M as of Q2 2026.
Halbert Hargrove Global Advisors bought 69,153 WisdomTree International Adaptive Moving Average Fund shares in Q2 2026, an estimated $2.87M.
WisdomTree International Adaptive Moving Average Fund made up 2.91% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #11 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree International Adaptive Moving Average Fund in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held WisdomTree International Adaptive Moving Average Fund as of Q2 2026.

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