Johnson & White Wealth Management
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Johnson & White Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Johnson & White Wealth Management’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$271K Sell
9,723
-3,792
-28% -$107K 0.1% 99
2026
Q2 		$374K Sell
13,515
-5
-0% -$131 0.14% 88
2026
Q1 		$332K Sell
13,520
-433
-3% -$11.1K 0.14% 89
2025
Q4 		$351K Sell
13,953
-391
-3% -$9.5K 0.15% 85
2025
Q3 		$351K Sell
14,344
-7
-0% -$169 0.16% 85
2025
Q2 		$346K Buy
14,351
+4,632
+48% +$105K 0.17% 79
2025
Q1 		$226K Buy
9,719
+139
+1% +$3.33K 0.13% 92
2024
Q4 		$229K Sell
9,580
-154
-2% -$3.81K 0.14% 89
2024
Q3 		$240K Buy
9,734
+26
+0.3% +$622 0.21% 51
2024
Q2 		$226K Sell
9,708
-83
-0.8% -$1.93K 0.22% 50
2024
Q1 		$231K Sell
9,791
-32
-0.3% -$719 0.17% 77
2023
Q4 		$219K Sell
9,823
-466
-5% -$9.6K 0.18% 77
2023
Q3 		$218K Sell
10,289
-80
-0.8% -$1.81K 0.2% 69
2023
Q2 		$236K Buy
10,369
+29
+0.3% +$645 0.32% 33
2023
Q1 		$234K Buy
10,340
+3,076
+42% +$71.6K 0.21% 67
2022
Q4 		$1.28M Sell
7,264
-3,742
-34% -$87.6K 1.29% 20
2022
Q3 		$239K Buy
+11,006
New +$273K 0.27% 65

Other funds holding EVT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kingstone Capital Partners Texas
Kingstone Capital Partners Texas Frisco, Texas $202M AUM 23.26% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Legacy Financial Independent Advisors
Legacy Financial Independent Advisors Louisville, Kentucky $202M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Johnson & White Wealth Management's EVT Position: Q3 2026 in Review

Johnson & White Wealth Management reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 28% in Q3 2026, selling an estimated $107K and leaving 9,723 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #99.

Johnson & White Wealth Management first reported a position in EVT in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2022. 90 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

  • Johnson & White Wealth Management held 9,723 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $271K as of Q3 2026.
  • Johnson & White Wealth Management sold 3,792 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $107K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.1% of Johnson & White Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Johnson & White Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2022 and has held it in 17 quarters since.
  • Johnson & White Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.28M in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.