Sequoia Financial Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Sequoia Financial Advisors’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$617K	Buy	+21,000	New	+$607K	﹤0.01%	1207

Other funds holding GDV

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Sequoia Financial Advisors's GDV Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Gabelli Dividend & Income Trust (GDV) in Q2 2026: 21,000 shares worth $617K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings.

33 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Sequoia Financial Advisors held 21,000 shares of Gabelli Dividend & Income Trust worth $617K as of Q2 2026.
Gabelli Dividend & Income Trust was a new Sequoia Financial Advisors position in Q2 2026.
Gabelli Dividend & Income Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1207 holding.
33 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.