Wealth Enhancement Advisory Services
PDT

Wealth Enhancement Advisory Services’s John Hancock Premium Dividend Fund PDT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Buy
27,904
+16,550
+146% +$215K ﹤0.01% 3019
2026
Q1 		$150K Sell
11,354
-1,176
-9% -$15.4K ﹤0.01% 3228
2025
Q4 		$161K Hold
12,530
– – ﹤0.01% 3333
2025
Q3 		$167K Hold
12,530
– – ﹤0.01% 3198
2025
Q2 		$167K Sell
12,530
-1,401
-10% -$17.8K ﹤0.01% 3037
2025
Q1 		$182K Buy
13,931
+28
+0.2% +$359 ﹤0.01% 2649
2024
Q4 		$177K Buy
13,903
+1,400
+11% +$18.1K ﹤0.01% 2716
2024
Q3 		$165K Buy
12,503
+36
+0.3% +$451 ﹤0.01% 2478
2024
Q2 		$147K Sell
12,467
-90
-0.7% -$1.03K ﹤0.01% 2348
2024
Q1 		$146K Sell
12,557
-4,106
-25% -$45.9K ﹤0.01% 2250
2023
Q4 		$177K Buy
+16,663
New +$168K ﹤0.01% 2107

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its John Hancock Premium Dividend Fund (PDT) stake by 146% in Q2 2026, buying an estimated $215K and bringing the position to 27,904 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Wealth Enhancement Advisory Services first reported a position in PDT in Q4 2023 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,904 shares of John Hancock Premium Dividend Fund worth $362K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,550 John Hancock Premium Dividend Fund shares in Q2 2026, an estimated $215K.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3019 holding.
  • Wealth Enhancement Advisory Services first reported a position in John Hancock Premium Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 108 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

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