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Phillip James Consulting’s WisdomTree International Equity Fund DWM Stock Holding History

Phillip James Consulting’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-37,269
Closed -$3.04M – 347
2026
Q1 		$3.04M Buy
+37,269
New +$2.67M 2.3% 14

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Phillip James Consulting sold out of WisdomTree International Equity Fund (DWM) in Q2 2026, closing a stake of 37,269 shares — an estimated $3.04M sold.

Phillip James Consulting first reported a position in DWM in Q1 2026 and held it in 1 quarter. The position peaked at $3.04M in Q1 2026. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Phillip James Consulting reported no remaining WisdomTree International Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 37,269 WisdomTree International Equity Fund shares in Q2 2026, an estimated $3.04M.
  • Phillip James Consulting first reported a position in WisdomTree International Equity Fund in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's WisdomTree International Equity Fund position peaked at $3.04M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

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