Phillip James Consulting’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Phillip James Consulting’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.39M	Buy	+38,911	New	+$3.39M	2.28%	13

Other funds holding DLS

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Phillip James Consulting's DLS Position: Q3 2026 in Review

Phillip James Consulting opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2026: 38,911 shares worth $3.39M. The stake represents 2.28% of the portfolio and ranks #13 among its holdings.

82 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Phillip James Consulting held 38,911 shares of WisdomTree International SmallCap Dividend Fund worth $3.39M as of Q3 2026.
WisdomTree International SmallCap Dividend Fund was a new Phillip James Consulting position in Q3 2026.
WisdomTree International SmallCap Dividend Fund made up 2.28% of Phillip James Consulting's portfolio in Q3 2026, its #13 holding.
82 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.