CWIG
BDJ icon

Chung Wu Investment Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Chung Wu Investment Group’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
Q1 		$31.1K Hold
3,607
– – 0.03% 151
2025
Q4 		$34.2K Hold
3,607
– – 0.03% 153
2025
Q3 		$32.9K Hold
3,607
– – 0.03% 153
2025
Q2 		$32.1K Buy
+3,607
New +$30.3K 0.03% 141

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chung Wu Investment Group's BDJ Position: Q1 2026 in Review

Chung Wu Investment Group held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q1 2026 at 3,607 shares worth $31.1K. The position accounts for 0.03% of the portfolio, ranked #151.

Chung Wu Investment Group first reported a position in BDJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.2K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Chung Wu Investment Group held 3,607 shares of BlackRock Enhanced Equity Dividend Trust worth $31.1K as of Q1 2026.
  • Chung Wu Investment Group left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q1 2026.
  • BlackRock Enhanced Equity Dividend Trust made up 0.03% of Chung Wu Investment Group's portfolio in Q1 2026, its #151 holding.
  • Chung Wu Investment Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's BlackRock Enhanced Equity Dividend Trust position peaked at $34.2K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.