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

Monograph 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
Q3 		– Sell
-37,925
Closed -$337K – 140
2025
Q2 		$337K Buy
+37,925
New +$319K 0.04% 100

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Monograph Wealth Advisors's BDJ Position: Q3 2025 in Review

Monograph Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2025, closing a stake of 37,925 shares — an estimated $337K sold.

Monograph Wealth Advisors first reported a position in BDJ in Q2 2025 and held it in 1 quarter. The position peaked at $337K in Q2 2025. 202 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

  • Monograph Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 37,925 BlackRock Enhanced Equity Dividend Trust shares in Q3 2025, an estimated $337K.
  • Monograph Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2025 and held it in 1 quarter.
  • Monograph Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $337K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Monograph Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.