Bessemer Group
DLN icon

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
Q1 		– Sell
-153
Closed -$13K – 2547
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return