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 Q3	$436K	Hold	4,665	–	–	0.04%	165
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

First Nebraska Trust's DTD Position: Q3 2026 in Review

First Nebraska Trust held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 4,665 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #165.

First Nebraska Trust first reported a position in DTD in Q3 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

First Nebraska Trust held 4,665 shares of WisdomTree US Total Dividend Fund worth $436K as of Q3 2026.
First Nebraska Trust left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.04% of First Nebraska Trust's portfolio in Q3 2026, its #165 holding.
First Nebraska Trust first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on First Nebraska Trust's 13F filing for Q3 2026, filed 30 Oct 2026.