Polar Asset Management Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Polar Asset Management Partners’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
2025 Q4	–	Sell	-247,116	Closed	-$6.04M	–	722
2025 Q3	$6.04M	Buy	247,116 +4,975	+2%	+$120K	0.07%	213
2025 Q2	$5.84M	Buy	242,141 +134,474	+125%	+$3.06M	0.09%	178
2025 Q1	$2.51M	Buy	+107,667	New	+$2.58M	0.06%	243

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Polar Asset Management Partners's EVT Position: Q4 2025 in Review

Polar Asset Management Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025, closing a stake of 247,116 shares — an estimated $6.04M sold.

Polar Asset Management Partners first reported a position in EVT in Q1 2025 and held it in 3 quarters. The position peaked at $6.04M in Q3 2025. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

Polar Asset Management Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Polar Asset Management Partners sold 247,116 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $6.04M.
Polar Asset Management Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2025 and held it in 3 quarters.
Polar Asset Management Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $6.04M in Q3 2025.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Polar Asset Management Partners's 13F filing for Q4 2025, filed 17 Feb 2026.