Texas Capital Bank Wealth Management Services »

Wisdomtree Floating Rate Treasury Fund shares owned by Texas Capital Bank Wealth Management Services

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Texas Capital Bank Wealth Management Services from 13F filings

Historical chart of Texas Capital Bank Wealth Management Services investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Texas Capital Bank Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Texas Capital Bank Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 22k 50.32

More positions owned by Texas Capital Bank Wealth Management Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Texas Capital Bancshares (TCBI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Texas Capital Bank Wealth Management Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund