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 Q3	$76.8M	Buy	1,820,340 +219,572	+14%	+$9.47M	3.35%	10
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

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

Halbert Hargrove Global Advisors increased its WisdomTree International Adaptive Moving Average Fund (WIMA) stake by 14% in Q3 2026, buying an estimated $9.47M and bringing the position to 1,820,340 shares worth $76.8M. The position accounts for 3.35% of the portfolio, ranked #10.

Halbert Hargrove Global Advisors first reported a position in WIMA in Q1 2026 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds WIMA as of Q3 2026.

Halbert Hargrove Global Advisors held 1,820,340 shares of WisdomTree International Adaptive Moving Average Fund worth $76.8M as of Q3 2026.
Halbert Hargrove Global Advisors bought 219,572 WisdomTree International Adaptive Moving Average Fund shares in Q3 2026, an estimated $9.47M.
WisdomTree International Adaptive Moving Average Fund made up 3.35% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #10 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree International Adaptive Moving Average Fund in Q1 2026 and has held it in 3 quarters since.
1 fund tracked by Wall St. Rank held WisdomTree International Adaptive Moving Average Fund as of Q3 2026.

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