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 Q3	$858K	Buy	38,464 +6,033	+19%	+$151K	﹤0.01%	2310
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%	+$1.78K	﹤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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 19% in Q3 2026, buying an estimated $151K and bringing the position to 38,464 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Wealth Enhancement Advisory Services first reported a position in HTD in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q3 2023. 22 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

Wealth Enhancement Advisory Services held 38,464 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $858K as of Q3 2026.
Wealth Enhancement Advisory Services bought 6,033 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $151K.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2310 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 13 quarters since.
Wealth Enhancement Advisory Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1.09M in Q3 2023.
22 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

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