HWAM
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Hennion & Walsh Asset Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Hennion & Walsh Asset 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 		$2.09M Sell
218,001
-32,776
-13% -$300K 0.06% 372
2026
Q1 		$2.16M Sell
250,777
-2,697
-1% -$25.2K 0.07% 327
2025
Q4 		$2.4M Sell
253,474
-75,172
-23% -$685K 0.08% 312
2025
Q3 		$2.99M Buy
328,646
+11,956
+4% +$107K 0.11% 245
2025
Q2 		$2.82M Buy
316,690
+26,734
+9% +$225K 0.11% 237
2025
Q1 		$2.49M Buy
289,956
+56,862
+24% +$495K 0.11% 228
2024
Q4 		$1.93M Buy
233,094
+88,995
+62% +$774K 0.09% 297
2024
Q3 		$1.25M Buy
144,099
+15,310
+12% +$128K 0.06% 400
2024
Q2 		$1.05M Buy
128,789
+11,446
+10% +$93.1K 0.05% 410
2024
Q1 		$968K Buy
117,343
+30,628
+35% +$244K 0.05% 429
2023
Q4 		$667K Buy
86,715
+29,819
+52% +$225K 0.04% 500
2023
Q3 		$433K Sell
56,896
-454
-0.8% -$3.63K 0.03% 556
2023
Q2 		$478K Sell
57,350
-941
-2% -$7.82K 0.03% 516
2023
Q1 		$501K Sell
58,291
-985
-2% -$8.78K 0.03% 504
2022
Q4 		$534K Buy
59,276
+28,101
+90% +$248K 0.03% 486
2022
Q3 		$253K Buy
31,175
+12,066
+63% +$111K 0.02% 656
2022
Q2 		$169K Buy
+19,109
New +$179K 0.01% 734

Other funds holding BDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return