Wealth Enhancement Advisory Services

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 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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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 $19.6B AUM 18.11% 1-Year Est. Return

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

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return