HHGA
Halbert Hargrove Global Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
5,590
-3,400
| -38% | -$83.5K | 0.01% | 91 |
|
|
2025
Q1 | $171K | Sell |
8,990
-580
| -6% | -$11K | 0.01% | 78 |
|
|
2024
Q4 | $211K | Buy |
+9,570
| New | +$211K | 0.01% | 72 |
|
|
2024
Q3 | – | Sell |
-9,813
| Closed | -$205K | – | 85 |
|
|
2024
Q2 | $205K | Sell |
9,813
-258
| -3% | -$5.39K | 0.01% | 74 |
|
|
2024
Q1 | $209K | Buy |
+10,071
| New | +$209K | 0.01% | 81 |
|
|
2023
Q4 | – | Sell |
-10,113
| Closed | -$176K | – | 103 |
|
|
2023
Q3 | $176K | Buy |
+10,113
| New | +$176K | 0.01% | 88 |
|