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

Other funds holding DGS

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

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Bessemer Group's DGS Position: Q2 2024 in Review

Bessemer Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2024, closing a stake of 405 shares — an estimated $21K sold.

Bessemer Group first reported a position in DGS in Q2 2013 and held it in 6 quarters. The position peaked at $7.72M in Q3 2016. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2024.

Bessemer Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Bessemer Group sold 405 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2024, an estimated $21K.
Bessemer Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 6 quarters.
Bessemer Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $7.72M in Q3 2016.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2024.

Based on Bessemer Group's 13F filing for Q2 2024, filed 13 Aug 2024.