IFWM
PDT

Institute for Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Institute for Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2K Buy
+1,790
New +$23.2K ﹤0.01% 1081

Other funds holding PDT

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Institute for Wealth Management's PDT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in John Hancock Premium Dividend Fund (PDT) in Q2 2026: 1,790 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

57 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

  • Institute for Wealth Management held 1,790 shares of John Hancock Premium Dividend Fund worth $23.2K as of Q2 2026.
  • John Hancock Premium Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1081 holding.
  • 57 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.