Phillip James Consulting’s WisdomTree WT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-89,570	Closed	-$6.68M	–	388
2026 Q2	$6.68M	Buy	+89,570	New	+$1.59M	4.46%	6

Other funds holding WT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Phillip James Consulting sold out of WisdomTree (WT) in Q3 2026, closing a stake of 89,570 shares — an estimated $6.68M sold.

Phillip James Consulting first reported a position in WT in Q2 2026 and held it in 1 quarter. The position peaked at $6.68M in Q2 2026. 256 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Phillip James Consulting reported no remaining WisdomTree position as of Q3 2026 after selling out during the quarter.
Phillip James Consulting sold 89,570 WisdomTree shares in Q3 2026, an estimated $6.68M.
Phillip James Consulting first reported a position in WisdomTree in Q2 2026 and held it in 1 quarter.
Phillip James Consulting's WisdomTree position peaked at $6.68M in Q2 2026.
256 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

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