Phillip James Consulting’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.3M	Buy	+31,003	New	+$2.35M	1.55%	19

Other funds holding DOL

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

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

Phillip James Consulting opened a new position in WisdomTree True Developed International Fund (DOL) in Q3 2026: 31,003 shares worth $2.3M. The stake represents 1.55% of the portfolio and ranks #19 among its holdings.

44 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

Phillip James Consulting held 31,003 shares of WisdomTree True Developed International Fund worth $2.3M as of Q3 2026.
WisdomTree True Developed International Fund was a new Phillip James Consulting position in Q3 2026.
WisdomTree True Developed International Fund made up 1.55% of Phillip James Consulting's portfolio in Q3 2026, its #19 holding.
44 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

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