Halbert Hargrove Global Advisors, LLC Wisdomtree Tr Artificial Intel Transaction History

Halbert Hargrove Global Advisors, LLC

$2.02 Billion
Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 6,790 shares of WTAI stock, worth $203,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,790

Previous 5,590 21.47%

Holding current value

$203,224

Previous $135,000 42.96%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$24.13 - $29.07 $28,956 - $34,884	1,200 Added 21.47%	6,790 $193,000
Q2 2025 Jul 17, 2025	SELL	$16.58 - $24.56 $65,988 - $97,748	-3,980 Reduced 41.59%	5,590 $135,000
Q1 2025 Apr 17, 2025	SELL	$19.0 - $24.32 $11,020 - $14,105	-580 Reduced 6.06%	8,990 $173,000
Q4 2024 Jul 17, 2025	BUY	$19.51 - $23.42 $11,315 - $13,583	580 Added 6.45%	9,570 $210,000
Q4 2024 Feb 05, 2025	BUY	$19.51 - $23.42 $186,710 - $224,129	9,570 New	9,570 $210,000
Q2 2024 Jul 26, 2024	SELL	$18.47 - $21.05 $4,765 - $5,430	-258 Reduced 2.56%	9,813 $204,000
Q1 2024 Apr 17, 2024	BUY	$19.43 - $21.74 $195,679 - $218,943	10,071 New	10,071 $209,000
Q3 2023 Oct 13, 2023	BUY	$16.86 - $20.3 $170,505 - $205,293	10,113 New	10,113 $176,000

Others Institutions Holding WTAI

# of Institutions

110

Shares Held

3.1M

Call Options Held

9.8K

Put Options Held

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Halbert Hargrove Global Advisors, LLC Wisdomtree Tr Artificial Intel Transaction History