Halbert Hargrove Global Advisors, LLC Wisdomtree Tr Transaction History

Halbert Hargrove Global Advisors, LLC

$1.72 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 10, 2020	SELL	$37.7 - $47.21 $192,119 - $240,582	-5,096 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$34.55 - $53.86 $61,360 - $95,655	-1,776 Reduced 25.84%	5,096 $201,000
Q4 2019 Feb 12, 2020	SELL	$48.34 - $53.77 $33,983 - $37,800	-703 Reduced 9.28%	6,872 $368,000
Q3 2019 Nov 12, 2019	BUY	$49.49 - $50.65 $59,932 - $61,337	1,211 Added 19.03%	7,575 $377,000
Q2 2019 Jul 26, 2019	SELL	N/A	-127 Reduced 1.96%	6,364 $325,000
Q1 2019 May 13, 2019	SELL	N/A	-684 Reduced 9.53%	6,491 $329,000
Q4 2018 Feb 11, 2019	SELL	N/A	-9,001 Reduced 55.64%	7,175 $334,000
Q3 2018 Oct 31, 2018	SELL	N/A	-9,258 Reduced 36.4%	16,176 $859,000
Q2 2018 Aug 10, 2018	SELL	N/A	-281 Reduced 1.09%	25,434 $1.34 Million
Q1 2018 May 01, 2018	SELL	N/A	-4,238 Reduced 14.15%	25,715 $1.41 Million
Q4 2017 Feb 01, 2018	SELL	N/A	-11,115 Reduced 27.06%	29,953 $1.67 Million
Q3 2017 Nov 02, 2017	BUY	N/A	41,068	41,068 $2.24 Million

Others Institutions Holding DWM

# of Institutions

133

Shares Held

6.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$59.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$46 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

426K
Shares

$24.7 Million
0.06% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

397K
Shares

$23 Million
2.43% of portfolio
Legacy Financial Advisors, Inc.

377K
Shares

$21.8 Million
4.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.