Wedbush Securities’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Wedbush Securities’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Buy	11,732 +2,456	+26%	+$62.7K	0.01%	927
2025 Q4	$234K	Buy	9,276 +7	+0.1%	+$171	0.01%	1017
2025 Q3	$227K	Buy	+9,269	New	+$224K	0.01%	1000
2018 Q4	–	Sell	-9,021	Closed	-$221K	–	865
2018 Q3	$221K	Buy	+9,021	New	+$216K	0.03%	724

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wedbush Securities's EVT Position: Q1 2026 in Review

Wedbush Securities increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 26% in Q1 2026, buying an estimated $62.7K and bringing the position to 11,732 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #927.

Wedbush Securities first reported a position in EVT in Q3 2018 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Wedbush Securities held 11,732 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $288K as of Q1 2026.
Wedbush Securities bought 2,456 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $62.7K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #927 holding.
Wedbush Securities first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2018 and has held it in 4 quarters since.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.