BRWA
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B. Riley Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

B. Riley Wealth Advisors’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,267
Closed -$96.9K – 1070
2025
Q1 		$96.9K Buy
11,267
+179
+2% +$1.56K ﹤0.01% 1222
2024
Q4 		$91.8K Buy
11,088
+46
+0.4% +$400 ﹤0.01% 1107
2024
Q3 		$95K Sell
11,042
-16,452
-60% -$138K ﹤0.01% 1211
2024
Q2 		$225K Sell
27,494
-3,637
-12% -$29.6K 0.01% 1170
2024
Q1 		$237K Buy
31,131
+1,163
+4% +$9.27K 0.01% 1173
2023
Q4 		$230K Sell
29,968
-1,163
-4% -$8.76K 0.01% 1186
2023
Q3 		$237K Sell
31,131
-990
-3% -$7.91K 0.01% 1173
2023
Q2 		$268K Sell
32,121
-1,421
-4% -$11.8K 0.01% 1184
2023
Q1 		$288K Buy
33,542
+752
+2% +$6.7K 0.01% 1089
2022
Q4 		$295K Buy
32,790
+8,608
+36% +$76.1K 0.01% 1054
2022
Q3 		$197K Sell
24,182
-31,269
-56% -$289K 0.01% 1232
2022
Q2 		$490K Sell
55,451
-878
-2% -$8.22K 0.02% 666
2022
Q1 		$558K Buy
56,329
+6,131
+12% +$59.9K 0.02% 698
2021
Q4 		$506K Sell
50,198
-2,342
-4% -$23.6K 0.01% 798
2021
Q3 		$515K Buy
52,540
+4,998
+11% +$50.4K 0.02% 765
2021
Q2 		$482K Sell
47,542
-846
-2% -$8.5K 0.02% 784
2021
Q1 		$458K Buy
48,388
+12,824
+36% +$113K 0.02% 779
2020
Q4 		$302K Buy
+35,564
New +$279K 0.02% 753
2015
Q4 		– Sell
-12,642
Closed -$92K – 569
2015
Q3 		$92K Sell
12,642
-728
-5% -$5.58K 0.02% 517
2015
Q2 		$107K Sell
13,370
-1,164
-8% -$9.53K 0.03% 496
2015
Q1 		$119K Sell
14,534
-13,557
-48% -$111K 0.03% 492
2014
Q4 		$1.25M Buy
28,091
+14,161
+102% +$116K 0.03% 678
2014
Q3 		$114K Sell
13,930
-517
-4% -$4.29K 0.03% 572
2014
Q2 		$121K Sell
14,447
-273
-2% -$2.22K 0.03% 644
2014
Q1 		$117K Sell
14,720
-3,486
-19% -$27.3K 0.04% 573
2013
Q4 		$145K Buy
18,206
+33
+0.2% +$255 0.05% 444
2013
Q3 		$137K Sell
18,173
-7,286
-29% -$55.9K 0.05% 459
2013
Q2 		$194K Buy
+25,459
New +$197K 0.07% 330

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

B. Riley Wealth Advisors's BDJ Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2025, closing a stake of 11,267 shares — an estimated $96.9K sold.

B. Riley Wealth Advisors first reported a position in BDJ in Q2 2013 and held it in 28 quarters. The position peaked at $1.25M in Q4 2014. 207 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,267 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $96.9K.
  • B. Riley Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and held it in 28 quarters.
  • B. Riley Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $1.25M in Q4 2014.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.