First Heartland Consultants, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

First Heartland Consultants, Inc.

$963 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$38.16 - $45.36 $7.11 Million - $8.45 Million	-186,250 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$42.12 - $45.3 $7.84 Million - $8.44 Million	186,250 New	186,250 $8.27 Million
Q1 2021 May 17, 2021	SELL	$34.36 - $41.24 $229,765 - $275,771	-6,687 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$29.07 - $35.03 $39,331 - $47,395	-1,353 Reduced 16.83%	6,687 $233,000
Q3 2020 Oct 21, 2020	SELL	$27.33 - $30.91 $141,487 - $160,021	-5,177 Reduced 39.17%	8,040 $233,000

Q2 2020 Jul 16, 2020	BUY	$22.29 - $32.04 $2,986 - $4,293	134 Added 1.02%	13,217 $375,000
Q1 2020 May 14, 2020	SELL	$20.48 - $38.6 $142,786 - $269,119	-6,972 Reduced 34.76%	13,083 $316,000
Q4 2019 Feb 13, 2020	BUY	$34.97 - $38.17 $445,902 - $486,705	12,751 Added 174.58%	20,055 $763,000
Q3 2019 Nov 18, 2019	SELL	$33.78 - $36.78 $4,999 - $5,443	-148 Reduced 1.99%	7,304 $265,000
Q2 2019 Aug 12, 2019	BUY	$33.9 - $36.88 $23,730 - $25,816	700 Added 10.37%	7,452 $270,000
Q1 2019 May 15, 2019	SELL	$31.29 - $36.15 $14,080 - $16,267	-450 Reduced 6.25%	6,752 $242,000
Q4 2018 Feb 12, 2019	BUY	$29.98 - $36.73 $215,915 - $264,529	7,202 New	7,202 $228,000

Others Institutions Holding DON

# of Institutions

442

Shares Held

39.4M

Call Options Held

500

Put Options Held

0

Bank Of America Corp Charlotte, NC

4.53M
Shares

$212 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.6M
Shares

$122 Million
0.01% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.9M
Shares

$88.9 Million
4.77% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$84.5 Million
0.05% of portfolio
Creative Planning Overland Park, KS

1.61M
Shares

$75.2 Million
0.09% of portfolio

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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