Halbert Hargrove Global Advisors, LLC Wisdomtree Tr Transaction History

Halbert Hargrove Global Advisors, LLC

$1.81 Billion
Q3 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

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$40 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.1 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

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