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Phillip James Consulting’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Phillip James Consulting’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,652
Closed -$674K – 345
2026
Q1 		$674K Buy
+9,652
New +$590K 0.51% 37

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Phillip James Consulting's DGS Position: Q2 2026 in Review

Phillip James Consulting sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026, closing a stake of 9,652 shares — an estimated $674K sold.

Phillip James Consulting first reported a position in DGS in Q1 2026 and held it in 1 quarter. The position peaked at $674K in Q1 2026. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Phillip James Consulting reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 9,652 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $674K.
  • Phillip James Consulting first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $674K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.