Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Gabelli Dividend & Income Trust GDV Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$4.27M Buy
150,941
+8,506
+6% +$253K 0.01% 1193
2026
Q2 		$4.23M Buy
142,435
+13,995
+11% +$405K 0.01% 1120
2026
Q1 		$3.52M Sell
128,440
-41,380
-24% -$1.17M 0.01% 1088
2025
Q4 		$4.79M Buy
169,820
+6,460
+4% +$175K 0.01% 1040
2025
Q3 		$4.44M Buy
163,360
+4,136
+3% +$110K 0.01% 1007
2025
Q2 		$4.24M Sell
159,224
-9,604
-6% -$231K 0.01% 969
2025
Q1 		$4.07M Sell
168,828
-11,965
-7% -$294K 0.01% 908
2024
Q4 		$4.37M Buy
180,793
+20,153
+13% +$498K 0.01% 847
2024
Q3 		$3.93M Buy
160,640
+864
+0.5% +$20.3K 0.01% 807
2024
Q2 		$3.63M Buy
159,776
+542
+0.3% +$12.2K 0.01% 782
2024
Q1 		$3.66M Sell
159,234
-9,752
-6% -$214K 0.01% 752
2023
Q4 		$3.66M Sell
168,986
-46,052
-21% -$914K 0.01% 692
2023
Q3 		$4.18M Buy
+215,038
New +$4.5M 0.01% 627

Other funds holding GDV

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's GDV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Gabelli Dividend & Income Trust (GDV) stake by 6% in Q3 2026, buying an estimated $253K and bringing the position to 150,941 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #1193.

Wealth Enhancement Advisory Services first reported a position in GDV in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.79M in Q4 2025. 22 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 150,941 shares of Gabelli Dividend & Income Trust worth $4.27M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 8,506 Gabelli Dividend & Income Trust shares in Q3 2026, an estimated $253K.
  • Gabelli Dividend & Income Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1193 holding.
  • Wealth Enhancement Advisory Services first reported a position in Gabelli Dividend & Income Trust in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Gabelli Dividend & Income Trust position peaked at $4.79M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.