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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
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 $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

Smith, Moore & Co's BDJ Position: Q1 2026 in Review

Smith, Moore & Co increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.17% in Q1 2026, buying an estimated $187 and bringing the position to 12,133 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #544.

Smith, Moore & Co first reported a position in BDJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $115K in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Smith, Moore & Co held 12,133 shares of BlackRock Enhanced Equity Dividend Trust worth $105K as of Q1 2026.
  • Smith, Moore & Co bought 20 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $187.
  • BlackRock Enhanced Equity Dividend Trust made up 0.01% of Smith, Moore & Co's portfolio in Q1 2026, its #544 holding.
  • Smith, Moore & Co first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2025 and has held it in 3 quarters since.
  • Smith, Moore & Co's BlackRock Enhanced Equity Dividend Trust position peaked at $115K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.