Sheets Smith Investment Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Sheets Smith Investment 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
2025 Q3	$724K	Buy	+79,426	New	+$709K	0.47%	67

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

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

Sheets Smith Investment Management's BDJ Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2025: 79,426 shares worth $724K. The stake represents 0.47% of the portfolio and ranks #67 among its holdings.

202 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

Sheets Smith Investment Management held 79,426 shares of BlackRock Enhanced Equity Dividend Trust worth $724K as of Q3 2025.
BlackRock Enhanced Equity Dividend Trust was a new Sheets Smith Investment Management position in Q3 2025.
BlackRock Enhanced Equity Dividend Trust made up 0.47% of Sheets Smith Investment Management's portfolio in Q3 2025, its #67 holding.
202 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.