Bessemer Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Bessemer Group’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209K	Hold	3,527	–	–	﹤0.01%	1385
2026 Q1	$187K	Sell	3,527 -2,749	-44%	-$148K	﹤0.01%	1412
2025 Q4	$311K	Hold	6,276	–	–	﹤0.01%	1272
2025 Q3	$314K	Buy	+6,276	New	+$310K	﹤0.01%	1010

Other funds holding DGRS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

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

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bessemer Group's DGRS Position: Q2 2026 in Review

Bessemer Group held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 3,527 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Bessemer Group first reported a position in DGRS in Q3 2025 and has held it in 4 quarters since. The position peaked at $314K in Q3 2025. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Bessemer Group held 3,527 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $209K as of Q2 2026.
Bessemer Group left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1385 holding.
Bessemer Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
Bessemer Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $314K in Q3 2025.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

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