Wealth Enhancement Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Wealth Enhancement Advisory Services’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	$1.28M	Buy	54,891 +272	+0.5%	+$6.1K	﹤0.01%	1893
2026 Q1	$1.12M	Sell	54,619 -23,236	-30%	-$521K	﹤0.01%	1722
2025 Q4	$1.82M	Sell	77,855 -10,045	-11%	-$220K	﹤0.01%	1565
2025 Q3	$1.89M	Buy	87,900 +718	+0.8%	+$15K	﹤0.01%	1475
2025 Q2	$1.85M	Buy	87,182 +5,669	+7%	+$109K	﹤0.01%	1393
2025 Q1	$1.49M	Sell	81,513 -4,776	-6%	-$89.2K	﹤0.01%	1399
2024 Q4	$1.57M	Sell	86,289 -1,498	-2%	-$28.5K	﹤0.01%	1304
2024 Q3	$1.71M	Buy	87,787 +1,327	+2%	+$24.9K	﹤0.01%	1137
2024 Q2	$1.61M	Sell	86,460 -1,165	-1%	-$21.1K	﹤0.01%	1081
2024 Q1	$1.6M	Sell	87,625 -5,771	-6%	-$102K	﹤0.01%	1037
2023 Q4	$1.6M	Buy	93,396 +1,185	+1%	+$18.8K	﹤0.01%	979
2023 Q3	$1.42M	Buy	+92,211	New	+$1.53M	﹤0.01%	976

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

Wealth Enhancement Advisory Services's ETG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 0.5% in Q2 2026, buying an estimated $6.1K and bringing the position to 54,891 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Wealth Enhancement Advisory Services first reported a position in ETG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.89M in Q3 2025. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Wealth Enhancement Advisory Services held 54,891 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $1.28M as of Q2 2026.
Wealth Enhancement Advisory Services bought 272 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $6.1K.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1893 holding.
Wealth Enhancement Advisory Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $1.89M in Q3 2025.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.