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Halbert Hargrove Global Advisors’s WisdomTree WT Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-251
Closed -$3.49K – 750
2025
Q3 		$3.49K Buy
+251
New +$3.35K ﹤0.01% 470

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Halbert Hargrove Global Advisors's WT Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of WisdomTree (WT) in Q4 2025, closing a stake of 251 shares — an estimated $3.49K sold.

Halbert Hargrove Global Advisors first reported a position in WT in Q3 2025 and held it in 1 quarter. The position peaked at $3.49K in Q3 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 251 WisdomTree shares in Q4 2025, an estimated $3.49K.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's WisdomTree position peaked at $3.49K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.