Bessemer Group
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Bessemer Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Bessemer Group’s Portfolio DFE Stock Details DFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$6K – 1522
2020
Q4 		$6K Hold
100
– – ﹤0.01% 1353
2020
Q3 		$5K Buy
+100
New +$5.32K ﹤0.01% 1185
2017
Q2 		– Sell
-98,500
Closed -$5.82M – 1841
2017
Q1 		$5.82M Sell
98,500
-40,000
-29% -$2.29M 0.02% 304
2016
Q4 		$7.56M Sell
138,500
-90,000
-39% -$4.81M 0.03% 265
2016
Q3 		$12.6M Sell
228,500
-101,500
-31% -$5.47M 0.06% 201
2016
Q2 		$16.8M Buy
330,000
+147,421
+81% +$8.29M 0.09% 167
2016
Q1 		$10.4M Buy
182,579
+20,000
+12% +$1.06M 0.06% 191
2015
Q4 		$9.1M Sell
162,579
-507,570
-76% -$28.4M 0.05% 182
2015
Q3 		$36.1M Buy
670,149
+75,000
+13% +$4.26M 0.21% 119
2015
Q2 		$34M Hold
595,149
– – 0.18% 125
2015
Q1 		$33.1M Buy
595,149
+432,570
+266% +$23.4M 0.17% 128
2014
Q4 		$8.37M Sell
162,579
-537,461
-77% -$27.6M 0.05% 198
2014
Q3 		$36.7M Sell
700,040
-120
-0% -$6.79K 0.21% 122
2014
Q2 		$42.3M Buy
700,160
+700,000
+437,500% +$43.3M 0.26% 118
2014
Q1 		$10K Buy
+160
New +$9.6K ﹤0.01% 1074

Other funds holding DFE

MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Sovereign Financial Group
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group's DFE Position: Q1 2021 in Review

Bessemer Group sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2021, closing a stake of 100 shares — an estimated $6K sold.

Bessemer Group first reported a position in DFE in Q1 2014 and held it in 15 quarters. The position peaked at $42.3M in Q2 2014. 80 funds tracked by Wall St. Rank hold DFE as of Q1 2021.

  • Bessemer Group reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Bessemer Group sold 100 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2021, an estimated $6K.
  • Bessemer Group first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 15 quarters.
  • Bessemer Group's WisdomTree Europe SmallCap Dividend Fund position peaked at $42.3M in Q2 2014.
  • 80 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2021.

Based on Bessemer Group's 13F filing for Q1 2021, filed 13 May 2021.