Diversify Wealth Management
BDJ icon

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

Diversify 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
2026
Q3 		$159K Hold
16,691
– – ﹤0.01% 1239
2026
Q2 		$161K Sell
16,691
-861
-5% -$7.89K ﹤0.01% 1206
2026
Q1 		$161K Buy
+17,552
New +$164K ﹤0.01% 1104

Other funds holding BDJ

Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversify Wealth Management's BDJ Position: Q3 2026 in Review

Diversify Wealth Management held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2026 at 16,691 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Diversify Wealth Management first reported a position in BDJ in Q1 2026 and has held it in 3 quarters since. The position peaked at $161K in Q1 2026. 59 funds tracked by Wall St. Rank hold BDJ as of Q3 2026.

  • Diversify Wealth Management held 16,691 shares of BlackRock Enhanced Equity Dividend Trust worth $159K as of Q3 2026.
  • Diversify Wealth Management left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2026.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1239 holding.
  • Diversify Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $161K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.