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Dakota Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Dakota Wealth Management’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
Q4 		– Sell
-17,616
Closed -$160K – 784
2025
Q3 		$160K Sell
17,616
-14,170
-45% -$127K ﹤0.01% 632
2025
Q2 		$283K Sell
31,786
-2,221
-7% -$18.7K 0.01% 636
2025
Q1 		$292K Hold
34,007
– – 0.01% 620
2024
Q4 		$282K Buy
34,007
+1,740
+5% +$15.1K 0.01% 626
2024
Q3 		$279K Buy
32,267
+14,146
+78% +$118K 0.01% 610
2024
Q2 		$148K Buy
18,121
+505
+3% +$4.11K ﹤0.01% 689
2024
Q1 		$145K Hold
17,616
– – ﹤0.01% 690
2023
Q4 		$135K Hold
17,616
– – 0.01% 629
2023
Q3 		$134K Hold
17,616
– – 0.01% 626
2023
Q2 		$147K Hold
17,616
– – 0.01% 608
2023
Q1 		$151K Hold
17,616
– – 0.01% 587
2022
Q4 		$159K Hold
17,616
– – 0.01% 562
2022
Q3 		$143K Hold
17,616
– – 0.01% 531
2022
Q2 		$156K Buy
17,616
+1,800
+11% +$16.8K 0.01% 465
2022
Q1 		$157K Hold
15,816
– – 0.01% 423
2021
Q4 		$159K Hold
15,816
– – 0.02% 365
2021
Q3 		$155K Hold
15,816
– – 0.02% 332
2021
Q2 		$160K Buy
15,816
+80
+0.5% +$804 0.02% 320
2021
Q1 		$149K Sell
15,736
-136
-0.9% -$1.2K 0.02% 304
2020
Q4 		$134K Buy
15,872
+291
+2% +$2.28K 0.02% 314
2020
Q3 		$114K Sell
15,581
-923
-6% -$6.88K 0.02% 286
2020
Q2 		$121K Sell
16,504
-5,304
-24% -$37.8K 0.02% 269
2020
Q1 		$143K Buy
21,808
+798
+4% +$6.81K 0.03% 242
2019
Q4 		$208K Buy
21,010
+682
+3% +$6.42K 0.03% 288
2019
Q3 		$187K Buy
+20,328
New +$183K 0.03% 290

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
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
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dakota Wealth Management's BDJ Position: Q4 2025 in Review

Dakota Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2025, closing a stake of 17,616 shares — an estimated $160K sold.

Dakota Wealth Management first reported a position in BDJ in Q3 2019 and held it in 25 quarters. The position peaked at $292K in Q1 2025. 204 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

  • Dakota Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 17,616 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $160K.
  • Dakota Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2019 and held it in 25 quarters.
  • Dakota Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $292K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.