Bessemer Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Bessemer Group’s Portfolio DFJ Stock Details DFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42K	Hold	412	–	–	﹤0.01%	1715
2025 Q4	$40K	Hold	412	–	–	﹤0.01%	1696
2025 Q3	$39K	Hold	412	–	–	﹤0.01%	1499
2025 Q2	$35K	Hold	412	–	–	﹤0.01%	1405
2025 Q1	$33K	Hold	412	–	–	﹤0.01%	1389
2024 Q4	$31K	Hold	412	–	–	﹤0.01%	1376
2024 Q3	$33K	Hold	412	–	–	﹤0.01%	1428
2024 Q2	$31K	Hold	412	–	–	﹤0.01%	1333
2024 Q1	$32K	Hold	412	–	–	﹤0.01%	1371
2023 Q4	$31K	Buy	+412	New	+$28.8K	﹤0.01%	1399
2016 Q1	–	Sell	-160,000	Closed	-$9.05M	–	1514
2015 Q4	$9.05M	Hold	160,000	–	–	0.05%	183
2015 Q3	$8.54M	Hold	160,000	–	–	0.05%	184
2015 Q2	$9.05M	Hold	160,000	–	–	0.05%	184
2015 Q1	$8.66M	Hold	160,000	–	–	0.04%	184
2014 Q4	$7.76M	Hold	160,000	–	–	0.04%	208
2014 Q3	$8.23M	Hold	160,000	–	–	0.05%	191
2014 Q2	$8.57M	Hold	160,000	–	–	0.05%	175
2014 Q1	$8.01M	Hold	160,000	–	–	0.05%	168
2013 Q4	$8.16M	Hold	160,000	–	–	0.06%	174
2013 Q3	$8.2M	Hold	160,000	–	–	0.07%	174
2013 Q2	$7.57M	Buy	+160,000	New	+$7.83M	0.07%	163

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

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

Bessemer Group's DFJ Position: Q1 2026 in Review

Bessemer Group held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 412 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Bessemer Group first reported a position in DFJ in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.05M in Q4 2015. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Bessemer Group held 412 shares of WisdomTree Japan SmallCap Dividend Fund worth $42K as of Q1 2026.
Bessemer Group left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1715 holding.
Bessemer Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and has held it in 21 quarters since.
Bessemer Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $9.05M in Q4 2015.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

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