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 Q2	$331K	Buy	11,973 +241	+2%	+$6.33K	0.01%	891
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 $369B AUM 28.27% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Wedbush Securities's EVT Position: Q2 2026 in Review

Wedbush Securities increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 2.1% in Q2 2026, buying an estimated $6.33K and bringing the position to 11,973 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #891.

Wedbush Securities first reported a position in EVT in Q3 2018 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Wedbush Securities held 11,973 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $331K as of Q2 2026.
Wedbush Securities bought 241 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $6.33K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #891 holding.
Wedbush Securities first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2018 and has held it in 5 quarters since.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

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