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Smith, Moore & Co’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Smith, Moore & Co’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 		$116K Buy
12,153
+20
+0.2% +$183 0.01% 573
2026
Q1 		$105K Buy
12,133
+20
+0.2% +$187 0.01% 544
2025
Q4 		$115K Buy
12,113
+32
+0.3% +$291 0.01% 516
2025
Q3 		$110K Buy
+12,081
New +$108K 0.01% 512

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smith, Moore & Co's BDJ Position: Q2 2026 in Review

Smith, Moore & Co increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.16% in Q2 2026, buying an estimated $183 and bringing the position to 12,153 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #573.

Smith, Moore & Co first reported a position in BDJ in Q3 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Smith, Moore & Co held 12,153 shares of BlackRock Enhanced Equity Dividend Trust worth $116K as of Q2 2026.
  • Smith, Moore & Co bought 20 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $183.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #573 holding.
  • Smith, Moore & Co first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.