Wolverine Asset Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Wolverine Asset Management’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$585K	Buy	+23,602	New	+$584K	0.01%	901
2025 Q3	–	Sell	-8,036	Closed	-$188K	–	1703
2025 Q2	$188K	Buy	+8,036	New	+$182K	﹤0.01%	1039
2024 Q4	–	Sell	-1,278	Closed	-$29.7K	–	1709
2024 Q3	$29.7K	Sell	1,278 -36,464	-97%	-$780K	﹤0.01%	1231
2024 Q2	$763K	Sell	37,742 -23,347	-38%	-$465K	0.01%	747
2024 Q1	$1.2M	Sell	61,089 -18,694	-23%	-$358K	0.01%	601
2023 Q4	$1.51M	Buy	79,783 +32,950	+70%	+$584K	0.01%	597
2023 Q3	$832K	Buy	46,833 +42,661	+1,023%	+$839K	0.01%	764
2023 Q2	$85.1K	Buy	+4,172	New	+$85.6K	﹤0.01%	1104
2021 Q4	–	Sell	-41,361	Closed	-$946K	–	2120
2021 Q3	$946K	Buy	+41,361	New	+$1.02M	0.01%	749
2020 Q4	–	Sell	-31,559	Closed	-$602K	–	1750
2020 Q3	$602K	Buy	31,559 +7,926	+34%	+$153K	0.01%	692
2020 Q2	$455K	Buy	23,633 +4,382	+23%	+$82.7K	﹤0.01%	739
2020 Q1	$338K	Buy	+19,251	New	+$467K	﹤0.01%	775
2018 Q3	–	Sell	-85,748	Closed	-$2M	–	1553
2018 Q2	$2M	Sell	85,748 -159,077	-65%	-$3.55M	0.03%	533
2018 Q1	$5.31M	Buy	+244,825	New	+$5.45M	0.07%	263
2015 Q4	–	Sell	-145,731	Closed	-$2.86M	–	1796
2015 Q3	$2.86M	Buy	145,731 +2,886	+2%	+$57.5K	0.07%	262
2015 Q2	$2.81M	Buy	142,845 +84,731	+146%	+$1.76M	0.06%	253
2015 Q1	$1.24M	Buy	+58,114	New	+$1.27M	0.02%	396
2014 Q3	–	Sell	-130,141	Closed	-$2.72M	–	2546
2014 Q2	$2.72M	Buy	+130,141	New	+$2.65M	0.06%	234
2014 Q1	–	Sell	-229,026	Closed	-$4.17M	–	2599
2013 Q4	$4.17M	Sell	229,026 -23,801	-9%	-$422K	0.08%	199
2013 Q3	$4.4M	Buy	252,827 +138,673	+121%	+$2.51M	0.1%	178
2013 Q2	$2.15M	Buy	+114,154	New	+$2.29M	0.05%	287

Other funds holding HTD

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Wolverine Asset Management opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026: 23,602 shares worth $585K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in HTD as recently as Q2 2025.

Wolverine Asset Management first reported a position in HTD in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.31M in Q1 2018. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

Wolverine Asset Management held 23,602 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $585K as of Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund was a new Wolverine Asset Management position in Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #901 holding.
Wolverine Asset Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2013 and has held it in 21 quarters since.
Wolverine Asset Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $5.31M in Q1 2018.
93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

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