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 Q2	$126K	Hold	11,715	–	–	﹤0.01%	1260
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wedbush Securities's EVG Position: Q2 2026 in Review

Wedbush Securities held its Eaton Vance Short Duration Diversified Income Fund (EVG) position steady in Q2 2026 at 11,715 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Wedbush Securities first reported a position in EVG in Q1 2022 and has held it in 18 quarters since. The position peaked at $154K in Q3 2024. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Wedbush Securities held 11,715 shares of Eaton Vance Short Duration Diversified Income Fund worth $126K as of Q2 2026.
Wedbush Securities left its Eaton Vance Short Duration Diversified Income Fund share count unchanged in Q2 2026.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Wedbush Securities's portfolio in Q2 2026, its #1260 holding.
Wedbush Securities first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2022 and has held it in 18 quarters since.
Wedbush Securities's Eaton Vance Short Duration Diversified Income Fund position peaked at $154K in Q3 2024.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.