WANY
ETO

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

Wealthspire Advisors (New York)’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-628
Closed -$17.3K – 1604
2025
Q3 		$17.3K Buy
+628
New +$17.2K ﹤0.01% 1745

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2025, closing a stake of 628 shares — an estimated $17.3K sold.

Wealthspire Advisors (New York) first reported a position in ETO in Q3 2025 and held it in 1 quarter. The position peaked at $17.3K in Q3 2025. 70 funds tracked by Wall St. Rank hold ETO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 628 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2025, an estimated $17.3K.
  • Wealthspire Advisors (New York) first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $17.3K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2025.

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