Wealth Enhancement Advisory Services
HTD

Wealth Enhancement Advisory Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$839K Buy
32,431
+656
+2% +$16.6K ﹤0.01% 2211
2026
Q1 		$792K Sell
31,775
-10,507
-25% -$260K ﹤0.01% 1962
2025
Q4 		$998K Sell
42,282
-120
-0.3% -$2.93K ﹤0.01% 1960
2025
Q3 		$1.05M Buy
42,402
+73
+0.2% +$1.77K ﹤0.01% 1828
2025
Q2 		$1.01M Buy
42,329
+147
+0.3% +$3.33K ﹤0.01% 1750
2025
Q1 		$1.01M Buy
42,182
+1,544
+4% +$35.5K ﹤0.01% 1595
2024
Q4 		$895K Buy
40,638
+86
+0.2% +$1.97K ﹤0.01% 1609
2024
Q3 		$942K Sell
40,552
-2,625
-6% -$56.1K ﹤0.01% 1440
2024
Q2 		$873K Sell
43,177
-649
-1% -$12.9K ﹤0.01% 1344
2024
Q1 		$862K Buy
43,826
+773
+2% +$14.8K ﹤0.01% 1307
2023
Q4 		$817K Sell
43,053
-18,536
-30% -$328K ﹤0.01% 1249
2023
Q3 		$1.09M Buy
+61,589
New +$1.21M ﹤0.01% 1059

Other funds holding HTD

LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 2.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 32,431 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Wealth Enhancement Advisory Services first reported a position in HTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2023. 30 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,431 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $839K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 656 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $16.6K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2211 holding.
  • Wealth Enhancement Advisory Services first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1.09M in Q3 2023.
  • 30 funds tracked by Wall St. Rank held John Hancock 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.