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

Institute for 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	$94.4K	Buy	+9,863	New	+$90.4K	0.01%	694
2025 Q1	–	Sell	-12,988	Closed	-$108K	–	529
2024 Q4	$108K	Hold	12,988	–	–	0.01%	503
2024 Q3	$112K	Hold	12,988	–	–	0.01%	541
2024 Q2	$106K	Hold	12,988	–	–	0.01%	498
2024 Q1	$107K	Hold	12,988	–	–	0.01%	501
2023 Q4	$99.9K	Sell	12,988 -8,235	-39%	-$62K	0.02%	478
2023 Q3	$162K	Sell	21,223 -533	-2%	-$4.26K	0.03%	442
2023 Q2	$181K	Hold	21,756	–	–	0.03%	447
2023 Q1	$187K	Hold	21,756	–	–	0.04%	434
2022 Q4	$196K	Hold	21,756	–	–	0.04%	433
2022 Q3	$176K	Hold	21,756	–	–	0.04%	426
2022 Q2	$192K	Hold	21,756	–	–	0.04%	494
2022 Q1	$215K	Hold	21,756	–	–	0.03%	500
2021 Q4	$219K	Hold	21,756	–	–	0.04%	454
2021 Q3	$213K	Hold	21,756	–	–	0.04%	453
2021 Q2	$220K	Hold	21,756	–	–	0.04%	441
2021 Q1	$206K	Hold	21,756	–	–	0.04%	443
2020 Q4	$184K	Hold	21,756	–	–	0.04%	432
2020 Q3	$159K	Hold	21,756	–	–	0.04%	403
2020 Q2	$160K	Hold	21,756	–	–	0.04%	408
2020 Q1	$142K	Hold	21,756	–	–	0.04%	381
2019 Q4	$216K	Hold	21,756	–	–	0.05%	409
2019 Q3	$200K	Hold	21,756	–	–	0.05%	396
2019 Q2	$193K	Hold	21,756	–	–	0.04%	440
2019 Q1	$186K	Hold	21,756	–	–	0.04%	420
2018 Q4	$169K	Hold	21,756	–	–	0.07%	246
2018 Q3	$207K	Hold	21,756	–	–	0.07%	201
2018 Q2	$207K	Hold	21,756	–	–	0.07%	209
2018 Q1	$207K	Sell	21,756 -46	-0.2%	-$422	0.06%	250
2017 Q4	$201K	Buy	+21,802	New	+$199K	0.05%	359
2017 Q3	–	Sell	-21,802	Closed	-$192K	–	261
2017 Q2	$192K	Buy	+21,802	New	+$189K	0.05%	382

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

Institute for Wealth Management's BDJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026: 9,863 shares worth $94.4K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BDJ as recently as Q4 2024.

Institute for Wealth Management first reported a position in BDJ in Q2 2017 and has held it in 31 quarters since. The position peaked at $220K in Q2 2021. 218 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Institute for Wealth Management held 9,863 shares of BlackRock Enhanced Equity Dividend Trust worth $94.4K as of Q2 2026.
BlackRock Enhanced Equity Dividend Trust was a new Institute for Wealth Management position in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #694 holding.
Institute for Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2017 and has held it in 31 quarters since.
Institute for Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $220K in Q2 2021.
218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.