WAM
ETG

Wolverine Asset Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Wolverine Asset Management’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.78M Buy
+138,333
New +$3.1M 0.03% 479
2025
Q1 		– Sell
-3,655
Closed -$66.6K – 1631
2024
Q4 		$66.6K Sell
3,655
-85,134
-96% -$1.62M ﹤0.01% 1158
2024
Q3 		$1.73M Sell
88,789
-90,907
-51% -$1.7M 0.02% 541
2024
Q2 		$3.34M Sell
179,696
-111,455
-38% -$2.01M 0.04% 375
2024
Q1 		$5.31M Sell
291,151
-16,218
-5% -$286K 0.06% 276
2023
Q4 		$5.26M Buy
307,369
+48,931
+19% +$777K 0.05% 339
2023
Q3 		$3.97M Sell
258,438
-35,717
-12% -$591K 0.04% 372
2023
Q2 		$4.91M Buy
294,155
+38,761
+15% +$627K 0.06% 298
2023
Q1 		$4.12M Buy
255,394
+92,930
+57% +$1.49M 0.05% 359
2022
Q4 		$2.45M Buy
+162,464
New +$2.53M 0.03% 521
2020
Q4 		– Sell
-102,839
Closed -$1.53M – 1713
2020
Q3 		$1.53M Buy
102,839
+37,779
+58% +$571K 0.01% 461
2020
Q2 		$929K Buy
65,060
+39,404
+154% +$529K 0.01% 560
2020
Q1 		$306K Buy
+25,656
New +$419K ﹤0.01% 795
2019
Q3 		– Sell
-129,835
Closed -$2.08M – 1440
2019
Q2 		$2.08M Sell
129,835
-55,333
-30% -$871K 0.03% 423
2019
Q1 		$2.88M Buy
185,168
+84,555
+84% +$1.28M 0.04% 330
2018
Q4 		$1.36M Buy
+100,613
New +$1.56M 0.02% 687
2018
Q2 		– Sell
-88,115
Closed -$1.47M – 1458
2018
Q1 		$1.47M Buy
88,115
+47,832
+119% +$828K 0.02% 643
2017
Q4 		$698K Buy
+40,283
New +$694K 0.01% 816
2015
Q1 		– Sell
-82,307
Closed -$1.33M – 1920
2014
Q4 		$1.33M Buy
+82,307
New +$1.37M 0.03% 387
2014
Q2 		– Sell
-16,516
Closed -$276K – 2383
2014
Q1 		$276K Sell
16,516
-93,390
-85% -$1.56M 0.01% 771
2013
Q4 		$1.86M Buy
+109,906
New +$1.77M 0.04% 352
2013
Q3 		– Sell
-17,532
Closed -$264K – 2733
2013
Q2 		$264K Buy
+17,532
New +$276K 0.01% 1008

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wolverine Asset Management's ETG Position: Q1 2026 in Review

Wolverine Asset Management opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2026: 138,333 shares worth $2.78M. The stake represents 0.03% of the portfolio and ranks #479 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in ETG as recently as Q4 2024.

Wolverine Asset Management first reported a position in ETG in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.31M in Q1 2024. 125 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

  • Wolverine Asset Management held 138,333 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $2.78M as of Q1 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Wolverine Asset Management position in Q1 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.03% of Wolverine Asset Management's portfolio in Q1 2026, its #479 holding.
  • Wolverine Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2013 and has held it in 22 quarters since.
  • Wolverine Asset Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $5.31M in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.