Bessemer Group
DGS icon

Bessemer Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bessemer Group’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-405
Closed -$21K – 2052
2024
Q1 		$21K Buy
+405
New +$20K ﹤0.01% 1417
2019
Q1 		– Sell
-78
Closed -$3K – 1804
2018
Q4 		$3K Buy
+78
New +$3.31K ﹤0.01% 1842
2016
Q4 		– Sell
-185,000
Closed -$7.72M – 1964
2016
Q3 		$7.72M Hold
185,000
– – 0.04% 254
2016
Q2 		$7.17M Sell
185,000
-3,000
-2% -$113K 0.04% 245
2016
Q1 		$7.1M Buy
+188,000
New +$6.46M 0.04% 229
2013
Q3 		– Sell
-900
Closed -$41K – 1260
2013
Q2 		$41K Buy
+900
New +$45.5K ﹤0.01% 802

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UA
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Cerity Partners
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Morgan Stanley
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return