Bessemer Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bessemer Group’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12,067	Closed	-$551K	–	1679
2021 Q2	$551K	Buy	+12,067	New	+$553K	﹤0.01%	548
2019 Q4	–	Sell	-3,375	Closed	-$139K	–	1658
2019 Q3	$139K	Hold	3,375	–	–	﹤0.01%	1120
2019 Q2	$151K	Hold	3,375	–	–	﹤0.01%	1135
2019 Q1	$148K	Hold	3,375	–	–	﹤0.01%	1053
2018 Q4	$136K	Hold	3,375	–	–	﹤0.01%	1076
2018 Q3	$147K	Hold	3,375	–	–	﹤0.01%	1047
2018 Q2	$145K	Hold	3,375	–	–	﹤0.01%	1038
2018 Q1	$161K	Hold	3,375	–	–	﹤0.01%	1044
2017 Q4	$153K	Buy	+3,375	New	+$147K	﹤0.01%	1062
2015 Q1	–	Sell	-980	Closed	-$41K	–	1501
2014 Q4	$41K	Buy	980 +36	+4%	+$1.64K	﹤0.01%	975
2014 Q3	$45K	Buy	+944	New	+$49.2K	﹤0.01%	897
2013 Q3	–	Sell	-920	Closed	-$45K	–	1259
2013 Q2	$45K	Buy	+920	New	+$49.3K	﹤0.01%	788

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Bessemer Group's DEM Position: Q3 2021 in Review

Bessemer Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2021, closing a stake of 12,067 shares — an estimated $551K sold.

Bessemer Group first reported a position in DEM in Q2 2013 and held it in 12 quarters. The position peaked at $551K in Q2 2021. 245 funds tracked by Wall St. Rank hold DEM as of Q3 2021.

Bessemer Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2021 after selling out during the quarter.
Bessemer Group sold 12,067 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2021, an estimated $551K.
Bessemer Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 12 quarters.
Bessemer Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $551K in Q2 2021.
245 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2021.

Based on Bessemer Group's 13F filing for Q3 2021, filed 12 Nov 2021.