Texas Capital Bank Wealth Management Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Texas Capital Bank Wealth Management Services’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
2021 Q3	–	Sell	-6,561	Closed	-$275K	–	150
2021 Q2	$275K	Hold	6,561	–	–	0.03%	123
2021 Q1	$265K	Hold	6,561	–	–	0.04%	119
2020 Q4	$228K	Sell	6,561 -2,347	-26%	-$76.3K	0.03%	119
2020 Q3	$258K	Hold	8,908	–	–	0.04%	136
2020 Q2	$252K	Sell	8,908 -5,517	-38%	-$149K	0.06%	96
2020 Q1	$349K	Sell	14,425 -32,693	-69%	-$1.1M	0.1%	80
2019 Q4	$1.79M	Buy	+47,118	New	+$1.74M	0.4%	53

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DON Position: Q3 2021 in Review

Texas Capital Bank Wealth Management Services sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2021, closing a stake of 6,561 shares — an estimated $275K sold.

Texas Capital Bank Wealth Management Services first reported a position in DON in Q4 2019 and held it in 7 quarters. The position peaked at $1.79M in Q4 2019. 316 funds tracked by Wall St. Rank hold DON as of Q3 2021.

Texas Capital Bank Wealth Management Services reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 6,561 WisdomTree US MidCap Dividend Fund shares in Q3 2021, an estimated $275K.
Texas Capital Bank Wealth Management Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 7 quarters.
Texas Capital Bank Wealth Management Services's WisdomTree US MidCap Dividend Fund position peaked at $1.79M in Q4 2019.
316 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2021.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2021, filed 5 Nov 2021.