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

Wealth Effects’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 		$169K Sell
17,710
-500
-3% -$4.58K 0.05% 243
2026
Q1 		$157K Buy
+18,210
New +$170K 0.06% 222

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

Wealth Effects's BDJ Position: Q2 2026 in Review

Wealth Effects reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2.7% in Q2 2026, selling an estimated $4.58K and leaving 17,710 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #243.

Wealth Effects first reported a position in BDJ in Q1 2026 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • Wealth Effects held 17,710 shares of BlackRock Enhanced Equity Dividend Trust worth $169K as of Q2 2026.
  • Wealth Effects sold 500 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $4.58K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.05% of Wealth Effects's portfolio in Q2 2026, its #243 holding.
  • Wealth Effects first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2026 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.