Welcome to our dedicated page for Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund SEC filings (Ticker: ETO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund filings document the regulatory record of a closed-end fund with common shares of beneficial interest listed on the NYSE under ETO. The fund's Form 8-K reports cover material events affecting the Board of Trustees, including chairperson succession, board composition and related governance updates.
The filings also identify the fund's Massachusetts jurisdiction, registered investment-company file number and common-share par value, providing formal disclosure of its fund structure, listed security and governance framework.
The registered investment company filed its Form N-CEN annual census report, detailing operational data on fund activities and service providers. The report shows that the fund had a monthly average value of portfolio securities on loan of 83,831,086.51 during the reporting period, reflecting the scale of its securities lending program.
The fund reports aggregate brokerage commissions of 256,716.54 paid to brokers over the period, with individual brokers receiving amounts such as 41,011.40, 43,964.63, and 40,985.91. Principal trading activity with dealers is also disclosed, including total purchases and sales with one dealer of 305,457,563.000, alongside several others in the multi-million range.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) reported a strong year to October 31, 2025, with a 21.09% total return at net asset value, slightly trailing the 22.02% return of its MSCI World Index benchmark. The common shares returned 20.82% at market price and traded at an 8.60% discount to NAV at period end. The Fund uses leverage via borrowings, which totaled about 16.8% of managed assets and helped magnify gains in a rising equity market.
The Fund pays a managed monthly cash distribution of $0.1733 per share, totaling $2.08 per share over the year, equating to a 6.70% distribution rate on NAV and 7.33% on market price. Annual operating expenses were 2.26% of net assets, including a 1.04% advisory fee and 1.11% interest on borrowings. The portfolio is globally diversified and growth-tilted, with top holdings such as NVIDIA, Alphabet, Microsoft, Amazon, and Apple, and a significant allocation to semiconductor, technology, financial, and health care names alongside a sizable preferred securities sleeve.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) disclosed insider trading activity by a portfolio manager in a Form 4. The filing shows two transactions in the fund's common shares. On November 12, 2025, the reporting person acquired 6.396 common shares at a price of $28.376 per share. On December 3, 2025, the reporting person sold 1,053 common shares at a price of $28.9848 per share, leaving 0.518 common shares held directly after the reported transactions. In addition, 3,360.771 common shares are reported as indirectly owned through the reporting person's spouse.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) reported an update on insider holdings for portfolio manager Deidre Walsh for the fiscal year ended 10/31/2025. The filing shows small increases in common share ownership through a dividend reinvestment plan, noted as a "fiscal year end adjustment, DRIPS."
Directly held common shares rose by 47.122 shares at a stated price of $0, bringing the year-end direct position to 1,047.122 shares. An additional 256.834 common shares were acquired and are reported as indirectly owned "By Spouse," bringing indirect holdings to 3,360.771 shares. No derivative securities are reported in this statement.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) reported an annual update of insider holdings on Form 5 for the fiscal year ended 10/31/2025. The reporting person, identified as an "Other" related party rather than a director or officer, filed individually.
The filing shows an acquisition of 267.228 common shares of ETO on 10/31/2025, coded as transaction type "J" and described as a fiscal year end adjustment related to a dividend reinvestment plan (DRIP). These shares were acquired at a stated price of $0 under the plan, bringing the reporting person's total directly owned position to 6,267.228 common shares at fiscal year-end.
The report indicates no derivative securities activity, with Table II left blank, suggesting that the reporting person's beneficial ownership in this filing consists solely of ETO common shares.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund reported a Board leadership change. Effective August 27, 2025, the Board of Trustees appointed Scott E. Wennerholm as Chairperson of the Board for a 4-year term. He replaces Susan J. Sutherland, who had been acting Chairperson since August 9, 2025 following the passing of the former Chairperson of the Board.
This change reflects a transition from interim to longer-term Board leadership for the fund, while maintaining continuity at the trustee level.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund reported the unexpected passing of its Board Chairperson, Mark R. Fetting, on August 9, 2025. The fund has appointed Susan J. Sutherland to serve as acting Chairperson of the Board, providing interim leadership while the Board adjusts to this change. Effective August 12, 2025, the Board reduced its size from ten to nine members, reflecting the vacancy created by Mr. Fetting’s death.