EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103. A total of 24 filers reported holding EATON VANCE TAX MNGD BUY WRI in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,615,821 | +13.9% | 167,616 | +8.6% | 0.00% | 0.0% |
| Q4 2022 | $1,418,489 | +12.2% | 154,351 | +9.8% | 0.00% | 0.0% |
| Q3 2022 | $1,264,000 | -9.7% | 140,556 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $1,400,000 | -4.5% | 138,020 | +10.6% | 0.00% | 0.0% |
| Q1 2022 | $1,466,000 | +4.2% | 124,799 | +8.4% | 0.00% | 0.0% |
| Q4 2021 | $1,407,000 | +13.7% | 115,112 | +4.9% | 0.00% | 0.0% |
| Q3 2021 | $1,237,000 | -0.2% | 109,761 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $1,239,000 | +12.0% | 107,481 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $1,106,000 | +10.5% | 102,861 | +1.8% | 0.00% | 0.0% |
| Q4 2020 | $1,001,000 | +25.4% | 101,079 | +13.5% | 0.00% | 0.0% |
| Q3 2020 | $798,000 | 0.0% | 89,073 | +0.0% | 0.00% | 0.0% |
| Q2 2020 | $798,000 | +17.7% | 89,061 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $678,000 | -20.3% | 88,629 | +6.6% | 0.00% | -50.0% |
| Q4 2019 | $851,000 | +13.3% | 83,129 | +5.4% | 0.00% | 0.0% |
| Q3 2019 | $751,000 | -1.2% | 78,879 | -2.2% | 0.00% | 0.0% |
| Q2 2019 | $760,000 | +164.8% | 80,679 | +160.6% | 0.00% | +100.0% |
| Q1 2019 | $287,000 | +37.3% | 30,964 | +26.3% | 0.00% | 0.0% |
| Q4 2018 | $209,000 | +46.2% | 24,509 | +50.5% | 0.00% | – |
| Q3 2018 | $143,000 | +45.9% | 16,284 | +52.5% | 0.00% | – |
| Q2 2018 | $98,000 | -21.0% | 10,675 | +5.6% | 0.00% | – |
| Q1 2016 | $124,000 | – | 10,111 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| &PARTNERS | 35,050 | $355,000 | 0.20% |
| Worth Asset Management, LLC | 14,510 | $147,000 | 0.10% |
| Advisors Asset Management, Inc. | 149,958 | $1,521,000 | 0.03% |
| Lindbrook Capital, LLC | 8,000 | $81,000 | 0.01% |
| Raleigh Capital Management Inc. | 900 | $9,000 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 11,389 | $116,000 | 0.01% |
| CoreCap Advisors, LLC | 5,860 | $59,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 103,170 | $1,046,000 | 0.00% |
| NewEdge Advisors, LLC | 10,800 | $110,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 67,458 | $684,000 | 0.00% |