Bessemer Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bessemer Group’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Buy	+133	New	+$12.6K	﹤0.01%	2100
2026 Q1	–	Sell	-153	Closed	-$13K	–	2544
2025 Q4	$13K	Hold	153	–	–	﹤0.01%	2017
2025 Q3	$13K	Sell	153 -1,646	-91%	-$139K	﹤0.01%	1844
2025 Q2	$148K	Buy	+1,799	New	+$141K	﹤0.01%	1148
2024 Q1	–	Sell	-200	Closed	-$13K	–	2069
2023 Q4	$13K	Sell	200 -113	-36%	-$7.1K	﹤0.01%	1530
2023 Q3	$19K	Buy	+313	New	+$20K	﹤0.01%	1486
2019 Q1	–	Sell	-1,070	Closed	-$45K	–	1806
2018 Q4	$45K	Buy	+1,070	New	+$48.5K	﹤0.01%	1341
2016 Q4	–	Sell	-754	Closed	-$29K	–	1966
2016 Q3	$29K	Buy	+754	New	+$29.1K	﹤0.01%	1296

Other funds holding DLN

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bessemer Group's DLN Position: Q2 2026 in Review

Bessemer Group opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 133 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings. This is a return to the name: Bessemer Group previously reported a position in DLN as recently as Q4 2025.

Bessemer Group first reported a position in DLN in Q3 2016 and has held it in 8 quarters since. The position peaked at $148K in Q2 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Bessemer Group held 133 shares of WisdomTree US LargeCap Dividend Fund worth $13K as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Bessemer Group position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2100 holding.
Bessemer Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2016 and has held it in 8 quarters since.
Bessemer Group's WisdomTree US LargeCap Dividend Fund position peaked at $148K in Q2 2025.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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