Bessemer Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bessemer Group’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17K	Hold	468	–	–	﹤0.01%	1973
2025 Q4	$16K	Hold	468	–	–	﹤0.01%	1950
2025 Q3	$16K	Buy	+468	New	+$15.5K	﹤0.01%	1776
2022 Q4	–	Sell	-17,480	Closed	-$450K	–	1932
2022 Q3	$450K	Hold	17,480	–	–	﹤0.01%	758
2022 Q2	$493K	Hold	17,480	–	–	﹤0.01%	714
2022 Q1	$557K	Hold	17,480	–	–	﹤0.01%	607
2021 Q4	$574K	Hold	17,480	–	–	﹤0.01%	602
2021 Q3	$539K	Buy	+17,480	New	+$549K	﹤0.01%	550

Other funds holding DES

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bessemer Group's DES Position: Q1 2026 in Review

Bessemer Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 468 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Bessemer Group first reported a position in DES in Q3 2021 and has held it in 8 quarters since. The position peaked at $574K in Q4 2021. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Bessemer Group held 468 shares of WisdomTree US SmallCap Dividend Fund worth $17K as of Q1 2026.
Bessemer Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1973 holding.
Bessemer Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2021 and has held it in 8 quarters since.
Bessemer Group's WisdomTree US SmallCap Dividend Fund position peaked at $574K in Q4 2021.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.