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

WCG 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
2026 Q2	$536K	Hold	56,009	–	–	0.01%	489
2026 Q1	$483K	Hold	56,009	–	–	0.01%	459
2025 Q4	$531K	Buy	56,009 +920	+2%	+$8.38K	0.01%	441
2025 Q3	$502K	Sell	55,089 -511	-0.9%	-$4.56K	0.03%	296
2025 Q2	$494K	Buy	55,600 +21,918	+65%	+$184K	0.03%	293
2025 Q1	$290K	Buy	+33,682	New	+$293K	0.02%	267

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCG Wealth Advisors's BDJ Position: Q2 2026 in Review

WCG Wealth Advisors held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 56,009 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #489.

WCG Wealth Advisors first reported a position in BDJ in Q1 2025 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

WCG Wealth Advisors held 56,009 shares of BlackRock Enhanced Equity Dividend Trust worth $536K as of Q2 2026.
WCG Wealth Advisors left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #489 holding.
WCG Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2025 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.