Dakota Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Dakota Wealth Management’s Portfolio ETO Stock Details ETO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$604K	Buy	19,575 +5,770	+42%	+$172K	0.01%	544
2026 Q1	$368K	Buy	13,805 +250	+2%	+$7.32K	0.01%	613
2025 Q4	$411K	Buy	13,555 +205	+2%	+$5.83K	0.01%	594
2025 Q3	$368K	Sell	13,350 -765	-5%	-$20.9K	0.01%	530
2025 Q2	$384K	Sell	14,115 -75	-0.5%	-$1.88K	0.01%	558
2025 Q1	$349K	Buy	14,190 +1,750	+14%	+$44.7K	0.01%	582
2024 Q4	$314K	Hold	12,440	–	–	0.01%	597
2024 Q3	$330K	Buy	12,440 +300	+2%	+$7.69K	0.01%	576
2024 Q2	$310K	Buy	12,140 +300	+3%	+$7.46K	0.01%	577
2024 Q1	$296K	Buy	11,840 +210	+2%	+$5.11K	0.01%	585
2023 Q4	$275K	Buy	11,630 +1,055	+10%	+$23.2K	0.01%	534
2023 Q3	$226K	Buy	+10,575	New	+$241K	0.01%	566

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dakota Wealth Management's ETO Position: Q2 2026 in Review

Dakota Wealth Management increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 42% in Q2 2026, buying an estimated $172K and bringing the position to 19,575 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #544.

Dakota Wealth Management first reported a position in ETO in Q3 2023 and has held it in 12 quarters since. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

Dakota Wealth Management held 19,575 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $604K as of Q2 2026.
Dakota Wealth Management bought 5,770 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $172K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #544 holding.
Dakota Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.