Halbert Hargrove Global Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$302K	Hold	6,922	–	–	0.01%	85
2026 Q2	$329K	Hold	6,922	–	–	0.01%	84
2026 Q1	$195K	Buy	6,922 +221	+3%	+$6.57K	0.01%	96
2025 Q4	$195K	Sell	6,701 -89	-1%	-$2.66K	0.01%	94
2025 Q3	$194K	Buy	6,790 +1,200	+21%	+$31.2K	0.01%	106
2025 Q2	$137K	Sell	5,590 -3,400	-38%	-$71.5K	0.01%	103
2025 Q1	$171K	Sell	8,990 -580	-6%	-$12.8K	0.01%	90
2024 Q4	$211K	Buy	+9,570	New	+$205K	0.01%	85
2024 Q3	–	Sell	-9,813	Closed	-$205K	–	101
2024 Q2	$205K	Sell	9,813 -258	-3%	-$5.18K	0.01%	88
2024 Q1	$209K	Buy	+10,071	New	+$208K	0.01%	95
2023 Q4	–	Sell	-10,113	Closed	-$176K	–	112
2023 Q3	$176K	Buy	+10,113	New	+$188K	0.01%	95

Other funds holding WTAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2026 at 6,922 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #85.

Halbert Hargrove Global Advisors first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $329K in Q2 2026. 94 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

Halbert Hargrove Global Advisors held 6,922 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $302K as of Q3 2026.
Halbert Hargrove Global Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #85 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
Halbert Hargrove Global Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $329K in Q2 2026.
94 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

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