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WisdomTree SmallCap Dividend Fund shares owned by Phillip James Consulting

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Phillip James Consulting from 13F filings

Historical chart of Phillip James Consulting investment in WisdomTree SmallCap Dividend Fund

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All positions including WisdomTree SmallCap Dividend Fund held by Phillip James Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 10k 35.85

More positions owned by Phillip James Consulting

Schwab Short-term Us Treasury Etf Etf
Vanguard Short-term Bond Etf Etf (BND)
Schwab Us Broad Market Etf Etf
Ishares Msci Eafe Value Etf Etf
Schwab Us Large-cap Value Etf Etf
Vanguard Ftse All-world Ex-us Small-cap Etf Etf
Vanguard Small-cap Etf Etf
Schwab Intl Equity Etf Etf
Vanguard Small-cap Value Etf Etf
Vanguard Total Stock Market Etf Etf (VTI)
Schwab Us Small-cap Etf Etf
Spdr Portfolio Sp 500 Momentum Etf Etf (SHM)
Wisdomtree Intl Smallcap Dividend Fund Etf (DWM)
Vanguard Value Etf Etf
Spdr Portfolio Emerging Markets Etf Etf (SPHY)

View all positions for Phillip James Consulting

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Wells Fargo & Company
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund