Bessemer Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bessemer Group’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75K	Buy	1,430 +640	+81%	+$34.5K	﹤0.01%	1570
2025 Q4	$41K	Hold	790	–	–	﹤0.01%	1686
2025 Q3	$41K	Buy	+790	New	+$40.9K	﹤0.01%	1487
2019 Q1	–	Sell	-600	Closed	-$19K	–	1808
2018 Q4	$19K	Buy	+600	New	+$20.6K	﹤0.01%	1525
2016 Q4	–	Sell	-300	Closed	-$9K	–	1969
2016 Q3	$9K	Buy	+300	New	+$9.11K	﹤0.01%	1537
2016 Q1	–	Sell	-2,379	Closed	-$64K	–	1519
2015 Q4	$64K	Hold	2,379	–	–	﹤0.01%	924
2015 Q3	$62K	Buy	+2,379	New	+$64.4K	﹤0.01%	918

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group's DON Position: Q1 2026 in Review

Bessemer Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 81% in Q1 2026, buying an estimated $34.5K and bringing the position to 1,430 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Bessemer Group first reported a position in DON in Q3 2015 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Bessemer Group held 1,430 shares of WisdomTree US MidCap Dividend Fund worth $75K as of Q1 2026.
Bessemer Group bought 640 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $34.5K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1570 holding.
Bessemer Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2015 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.