WS
EVG

Wedbush Securities’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Wedbush Securities’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$125K Hold
11,715
– – ﹤0.01% 1181
2025
Q4 		$128K Hold
11,715
– – ﹤0.01% 1161
2025
Q3 		$133K Hold
11,715
– – ﹤0.01% 1116
2025
Q2 		$129K Hold
11,715
– – ﹤0.01% 1096
2025
Q1 		$129K Hold
11,715
– – ﹤0.01% 1052
2024
Q4 		$128K Sell
11,715
-2,020
-15% -$22.5K ﹤0.01% 1073
2024
Q3 		$154K Hold
13,735
– – 0.01% 1020
2024
Q2 		$148K Hold
13,735
– – 0.01% 1113
2024
Q1 		$145K Hold
13,735
– – 0.01% 1149
2023
Q4 		$143K Hold
13,735
– – 0.01% 1011
2023
Q3 		$142K Hold
13,735
– – 0.01% 966
2023
Q2 		$135K Hold
13,735
– – 0.01% 988
2023
Q1 		$144K Hold
13,735
– – 0.01% 984
2022
Q4 		$140K Hold
13,735
– – 0.01% 956
2022
Q3 		$135K Buy
13,735
+620
+5% +$6.79K 0.01% 942
2022
Q2 		$141K Hold
13,115
– – 0.01% 976
2022
Q1 		$152K Buy
+13,115
New +$161K 0.01% 1020

Other funds holding EVG

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GC
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Morgan Stanley
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return