Jeff Yass’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Jeff Yass’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$414K	Buy	17,570 +6,911	+65%	+$155K	﹤0.01%	10343
2026 Q1	$214K	Buy	+10,659	New	+$239K	﹤0.01%	11553
2024 Q3	–	Sell	-13,262	Closed	-$247K	–	12236
2024 Q2	$247K	Buy	13,262 +1,338	+11%	+$24.2K	﹤0.01%	9887
2024 Q1	$218K	Buy	+11,924	New	+$210K	﹤0.01%	10428
2023 Q3	–	Sell	-14,057	Closed	-$235K	–	12245
2023 Q2	$235K	Buy	+14,057	New	+$228K	﹤0.01%	9943
2023 Q1	–	Sell	-17,770	Closed	-$268K	–	12787
2022 Q4	$268K	Buy	+17,770	New	+$277K	﹤0.01%	9370
2019 Q1	–	Sell	-13,163	Closed	-$178K	–	9087
2018 Q4	$178K	Buy	+13,163	New	+$204K	﹤0.01%	7846
2016 Q1	–	Sell	-12,748	Closed	-$198K	–	9155
2015 Q4	$198K	Buy	+12,748	New	+$204K	﹤0.01%	8430

Other funds holding ETG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1CP

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's ETG Position: Q2 2026 in Review

Jeff Yass increased its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 65% in Q2 2026, buying an estimated $155K and bringing the position to 17,570 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #10343.

Jeff Yass first reported a position in ETG in Q4 2015 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Jeff Yass held 17,570 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $414K as of Q2 2026.
Jeff Yass bought 6,911 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $155K.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10343 holding.
Jeff Yass first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2015 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.