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

Wealth Enhancement Advisory Services’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 Q2	$4.21M	Buy	153,941 +7,730	+5%	+$203K	0.01%	1125
2026 Q1	$3.58M	Sell	146,211 -47,289	-24%	-$1.21M	0.01%	1076
2025 Q4	$4.97M	Sell	193,500 -932	-0.5%	-$22.8K	0.01%	1025
2025 Q3	$4.79M	Sell	194,432 -5,050	-3%	-$122K	0.01%	975
2025 Q2	$4.87M	Buy	199,482 +26,562	+15%	+$604K	0.01%	910
2025 Q1	$4.02M	Sell	172,920 -892	-0.5%	-$21.3K	0.01%	914
2024 Q4	$4.18M	Sell	173,812 -9,391	-5%	-$232K	0.01%	863
2024 Q3	$4.52M	Buy	183,203 +20,976	+13%	+$501K	0.01%	760
2024 Q2	$3.78M	Buy	162,227 +11,487	+8%	+$267K	0.01%	772
2024 Q1	$3.56M	Sell	150,740 -825	-0.5%	-$18.5K	0.01%	760
2023 Q4	$3.37M	Buy	151,565 +5,864	+4%	+$121K	0.01%	722
2023 Q3	$3.09M	Buy	+145,701	New	+$3.29M	0.01%	705

Other funds holding EVT

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

MGAM

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

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 5.3% in Q2 2026, buying an estimated $203K and bringing the position to 153,941 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #1125.

Wealth Enhancement Advisory Services first reported a position in EVT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.97M in Q4 2025. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Wealth Enhancement Advisory Services held 153,941 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $4.21M as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,730 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $203K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1125 holding.
Wealth Enhancement Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $4.97M in Q4 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

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