Wealth Enhancement Advisory Services
PDT icon

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
Q3 		$332K Hold
27,904
– – ﹤0.01% 3252
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

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services held its John Hancock Premium Dividend Fund (PDT) position steady in Q3 2026 at 27,904 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Wealth Enhancement Advisory Services first reported a position in PDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $362K in Q2 2026. 5 funds tracked by Wall St. Rank hold PDT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 27,904 shares of John Hancock Premium Dividend Fund worth $332K as of Q3 2026.
  • Wealth Enhancement Advisory Services left its John Hancock Premium Dividend Fund share count unchanged in Q3 2026.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3252 holding.
  • Wealth Enhancement Advisory Services first reported a position in John Hancock Premium Dividend Fund in Q4 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's John Hancock Premium Dividend Fund position peaked at $362K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2026.

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