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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
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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Halbert Hargrove Global Advisors's WTAI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 6,922 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #84.

Halbert Hargrove Global Advisors first reported a position in WTAI in Q3 2023 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Halbert Hargrove Global Advisors held 6,922 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $329K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #84 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 10 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.