Bessemer Group
DTD icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return