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

Mezzasalma 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
2026
Q1 		$395K Buy
45,782
+748
+2% +$6.98K 0.1% 113
2025
Q4 		$424K Buy
45,034
+1,159
+3% +$10.6K 0.1% 113
2025
Q3 		$400K Buy
43,875
+731
+2% +$6.53K 0.1% 111
2025
Q2 		$384K Sell
43,144
-1,454
-3% -$12.2K 0.12% 102
2025
Q1 		$384K Buy
44,598
+765
+2% +$6.67K 0.13% 100
2024
Q4 		$363K Buy
+43,833
New +$381K 0.12% 97

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mezzasalma Advisors's BDJ Position: Q1 2026 in Review

Mezzasalma Advisors increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1.7% in Q1 2026, buying an estimated $6.98K and bringing the position to 45,782 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #113.

Mezzasalma Advisors first reported a position in BDJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $424K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Mezzasalma Advisors held 45,782 shares of BlackRock Enhanced Equity Dividend Trust worth $395K as of Q1 2026.
  • Mezzasalma Advisors bought 748 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $6.98K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.1% of Mezzasalma Advisors's portfolio in Q1 2026, its #113 holding.
  • Mezzasalma Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and has held it in 6 quarters since.
  • Mezzasalma Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $424K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.