Cerity Partners
BDJ icon

Cerity Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Cerity Partners’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
2026
Q2 		$3.31M Sell
346,195
-77,930
-18% -$714K ﹤0.01% 1301
2026
Q1 		$3.66M Sell
424,125
-9,490
-2% -$88.6K 0.01% 1164
2025
Q4 		$4.11M Sell
433,615
-3,634
-0.8% -$33.1K 0.01% 1020
2025
Q3 		$3.93M Buy
437,249
+48,603
+13% +$434K 0.01% 974
2025
Q2 		$3.45M Buy
+388,646
New +$3.27M 0.01% 979

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's BDJ Position: Q2 2026 in Review

Cerity Partners reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 18% in Q2 2026, selling an estimated $714K and leaving 346,195 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Cerity Partners first reported a position in BDJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.11M in Q4 2025. 211 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Cerity Partners held 346,195 shares of BlackRock Enhanced Equity Dividend Trust worth $3.31M as of Q2 2026.
  • Cerity Partners sold 77,930 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $714K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1301 holding.
  • Cerity Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $4.11M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.