Bessemer Group
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Bessemer Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bessemer Group’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-450
Closed -$38K – 2546
2025
Q4 		$38K Buy
450
+310
+221% +$26.1K ﹤0.01% 1708
2025
Q3 		$12K Hold
140
– – ﹤0.01% 1880
2025
Q2 		$11K Hold
140
– – ﹤0.01% 1773
2025
Q1 		$11K Hold
140
– – ﹤0.01% 1728
2024
Q4 		$11K Hold
140
– – ﹤0.01% 1718
2024
Q3 		$11K Hold
140
– – ﹤0.01% 1640
2024
Q2 		$10K Buy
+140
New +$9.74K ﹤0.01% 1519
2022
Q4 		– Sell
-800
Closed -$43K – 1941
2022
Q3 		$43K Buy
+800
New +$47.6K ﹤0.01% 1201

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bessemer Group's DTD Position: Q1 2026 in Review

Bessemer Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2026, closing a stake of 450 shares — an estimated $38K sold.

Bessemer Group first reported a position in DTD in Q3 2022 and held it in 8 quarters. The position peaked at $43K in Q3 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Bessemer Group reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Bessemer Group sold 450 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $38K.
  • Bessemer Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2022 and held it in 8 quarters.
  • Bessemer Group's WisdomTree US Total Dividend Fund position peaked at $43K in Q3 2022.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

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