First Nebraska Trust’s WisdomTree US Total Dividend Fund DTD Stock Holding History

First Nebraska Trust’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	$403K	Hold	4,665	–	–	0.04%	159
2025 Q4	$396K	Hold	4,665	–	–	0.04%	152
2025 Q3	$392K	Hold	4,665	–	–	0.04%	143
2025 Q2	$371K	Hold	4,665	–	–	0.04%	141
2025 Q1	$359K	Hold	4,665	–	–	0.04%	145
2024 Q4	$354K	Hold	4,665	–	–	0.03%	148
2024 Q3	$358K	Buy	+4,665	New	+$343K	0.03%	150

Other funds holding DTD

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

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

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

First Nebraska Trust's DTD Position: Q1 2026 in Review

First Nebraska Trust held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 4,665 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #159.

First Nebraska Trust first reported a position in DTD in Q3 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

First Nebraska Trust held 4,665 shares of WisdomTree US Total Dividend Fund worth $403K as of Q1 2026.
First Nebraska Trust left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.04% of First Nebraska Trust's portfolio in Q1 2026, its #159 holding.
First Nebraska Trust first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and has held it in 7 quarters since.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.