WANY
ETG

Wealthspire Advisors (New York)’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-640
Closed -$13.5K – 1603
2025
Q3 		$13.5K Buy
+640
New +$13.4K ﹤0.01% 1873

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s ETG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2025, closing a stake of 640 shares — an estimated $13.5K sold.

Wealthspire Advisors (New York) first reported a position in ETG in Q3 2025 and held it in 1 quarter. The position peaked at $13.5K in Q3 2025. 127 funds tracked by Wall St. Rank hold ETG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 640 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2025, an estimated $13.5K.
  • Wealthspire Advisors (New York) first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $13.5K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.