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 Q2	$19K	Hold	468	–	–	﹤0.01%	2012
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bessemer Group's DES Position: Q2 2026 in Review

Bessemer Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 468 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Bessemer Group first reported a position in DES in Q3 2021 and has held it in 9 quarters since. The position peaked at $574K in Q4 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Bessemer Group held 468 shares of WisdomTree US SmallCap Dividend Fund worth $19K as of Q2 2026.
Bessemer Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2012 holding.
Bessemer Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2021 and has held it in 9 quarters since.
Bessemer Group's WisdomTree US SmallCap Dividend Fund position peaked at $574K in Q4 2021.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.