Texas Capital Bancshares’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Texas Capital Bancshares’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
2020 Q1	–	Sell	-18,535	Closed	-$705K	–	40
2019 Q4	$705K	Hold	18,535	–	–	1%	13
2019 Q3	$673K	Hold	18,535	–	–	1.09%	12
2019 Q2	$671K	Hold	18,535	–	–	1.12%	14
2019 Q1	$663K	Buy	+18,535	New	+$647K	1.21%	19

Other funds holding DON

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Texas Capital Bancshares's DON Position: Q1 2020 in Review

Texas Capital Bancshares sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2020, closing a stake of 18,535 shares — an estimated $705K sold.

Texas Capital Bancshares first reported a position in DON in Q1 2019 and held it in 4 quarters. The position peaked at $705K in Q4 2019. 306 funds tracked by Wall St. Rank hold DON as of Q1 2020.

Texas Capital Bancshares reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Texas Capital Bancshares sold 18,535 WisdomTree US MidCap Dividend Fund shares in Q1 2020, an estimated $705K.
Texas Capital Bancshares first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and held it in 4 quarters.
Texas Capital Bancshares's WisdomTree US MidCap Dividend Fund position peaked at $705K in Q4 2019.
306 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2020.

Based on Texas Capital Bancshares's 13F filing for Q1 2020, filed 28 Apr 2020.