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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
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

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

Diversify Wealth Management's BDJ Position: Q2 2026 in Review

Diversify Wealth Management reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 4.9% in Q2 2026, selling an estimated $7.89K and leaving 16,691 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Diversify Wealth Management first reported a position in BDJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $161K in Q1 2026. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Diversify Wealth Management held 16,691 shares of BlackRock Enhanced Equity Dividend Trust worth $161K as of Q2 2026.
  • Diversify Wealth Management sold 861 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $7.89K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1206 holding.
  • Diversify Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $161K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.