EP Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

EP Wealth Advisors’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 Q2	–	Sell	-10,929	Closed	-$94K	–	1427
2025 Q1	$94K	Sell	10,929 -11,891	-52%	-$104K	﹤0.01%	1257
2024 Q4	$189K	Sell	22,820 -2,354	-9%	-$20.5K	﹤0.01%	1097
2024 Q3	$218K	Sell	25,174 -4,157	-14%	-$34.8K	﹤0.01%	1002
2024 Q2	$240K	Hold	29,331	–	–	﹤0.01%	715
2024 Q1	$242K	Hold	29,331	–	–	﹤0.01%	686
2023 Q4	$226K	Hold	29,331	–	–	﹤0.01%	687
2023 Q3	$223K	Buy	+29,331	New	+$234K	﹤0.01%	634

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

EP Wealth Advisors's BDJ Position: Q2 2025 in Review

EP Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2025, closing a stake of 10,929 shares — an estimated $94K sold.

EP Wealth Advisors first reported a position in BDJ in Q3 2023 and held it in 7 quarters. The position peaked at $242K in Q1 2024. 207 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

EP Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2025 after selling out during the quarter.
EP Wealth Advisors sold 10,929 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $94K.
EP Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2023 and held it in 7 quarters.
EP Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $242K in Q1 2024.
207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.