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 Q1	$59.9M	Buy	+1,531,615	New	+$59.2M	2.89%	11

Other funds holding WIMA

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Halbert Hargrove Global Advisors opened a new position in WisdomTree International Adaptive Moving Average Fund (WIMA) in Q1 2026: 1,531,615 shares worth $59.9M. The stake represents 2.89% of the portfolio and ranks #11 among its holdings.

2 funds tracked by Wall St. Rank hold WIMA as of Q1 2026.

Halbert Hargrove Global Advisors held 1,531,615 shares of WisdomTree International Adaptive Moving Average Fund worth $59.9M as of Q1 2026.
WisdomTree International Adaptive Moving Average Fund was a new Halbert Hargrove Global Advisors position in Q1 2026.
WisdomTree International Adaptive Moving Average Fund made up 2.89% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #11 holding.
2 funds tracked by Wall St. Rank held WisdomTree International Adaptive Moving Average Fund as of Q1 2026.

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