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 Q2	$435K	Hold	4,665	–	–	0.04%	168
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

First Nebraska Trust's DTD Position: Q2 2026 in Review

First Nebraska Trust held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 4,665 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #168.

First Nebraska Trust first reported a position in DTD in Q3 2024 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

First Nebraska Trust held 4,665 shares of WisdomTree US Total Dividend Fund worth $435K as of Q2 2026.
First Nebraska Trust left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.04% of First Nebraska Trust's portfolio in Q2 2026, its #168 holding.
First Nebraska Trust first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and has held it in 8 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.