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Tyler-Stone Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Tyler-Stone Wealth 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
Q2 		$606K Buy
68,125
+2,041
+3% +$17.2K 0.1% 179
2025
Q1 		$568K Buy
66,084
+1,354
+2% +$11.8K 0.1% 175
2024
Q4 		$536K Buy
64,730
+1,256
+2% +$10.9K 0.1% 186
2024
Q3 		$549K Buy
63,474
+30,735
+94% +$257K 0.1% 177
2024
Q2 		$267K Buy
32,739
+655
+2% +$5.33K 0.11% 161
2024
Q1 		$265K Sell
32,084
-1,307
-4% -$10.4K 0.12% 159
2023
Q4 		$257K Buy
33,391
+924
+3% +$6.96K 0.13% 153
2023
Q3 		$247K Buy
32,467
+662
+2% +$5.29K 0.14% 132
2023
Q2 		$265K Buy
+31,805
New +$264K 0.15% 129
2022
Q4 		$282K Buy
31,311
+1,958
+7% +$17.3K 0.19% 116
2022
Q3 		$238K Sell
29,353
-473
-2% -$4.37K 0.18% 119
2022
Q2 		$263K Buy
29,826
+501
+2% +$4.69K 0.18% 119
2022
Q1 		$290K Buy
29,325
+935
+3% +$9.13K 0.16% 131
2021
Q4 		$286K Buy
+28,390
New +$285K 0.15% 139

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Tyler-Stone Wealth Management's BDJ Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 3.1% in Q2 2025, buying an estimated $17.2K and bringing the position to 68,125 shares worth $606K. The position accounts for 0.1% of the portfolio, ranked #179.

Tyler-Stone Wealth Management first reported a position in BDJ in Q4 2021 and has held it in 14 quarters since. 206 funds tracked by Wall St. Rank hold BDJ as of Q2 2025.

  • Tyler-Stone Wealth Management held 68,125 shares of BlackRock Enhanced Equity Dividend Trust worth $606K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 2,041 BlackRock Enhanced Equity Dividend Trust shares in Q2 2025, an estimated $17.2K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #179 holding.
  • Tyler-Stone Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and has held it in 14 quarters since.
  • 206 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.