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First National Bank of Omaha’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

First National Bank of Omaha’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
2014
Q2 		– Sell
-46,845
Closed -$1.2M – 397
2014
Q1 		$1.2M Buy
+46,845
New +$1.17M 0.09% 192

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

First National Bank of Omaha's DON Position: Q2 2014 in Review

First National Bank of Omaha sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2014, closing a stake of 46,845 shares — an estimated $1.2M sold.

First National Bank of Omaha first reported a position in DON in Q1 2014 and held it in 1 quarter. The position peaked at $1.2M in Q1 2014. 107 funds tracked by Wall St. Rank hold DON as of Q2 2014.

  • First National Bank of Omaha reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • First National Bank of Omaha sold 46,845 WisdomTree US MidCap Dividend Fund shares in Q2 2014, an estimated $1.2M.
  • First National Bank of Omaha first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2014 and held it in 1 quarter.
  • First National Bank of Omaha's WisdomTree US MidCap Dividend Fund position peaked at $1.2M in Q1 2014.
  • 107 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2014.

Based on First National Bank of Omaha's 13F filing for Q2 2014, filed 11 Aug 2014.