Wealthcare Advisory Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-19,594	Closed	-$169K	–	1093
2026 Q1	$169K	Buy	19,594 +283	+1%	+$2.64K	﹤0.01%	1031
2025 Q4	$183K	Buy	19,311 +437	+2%	+$3.98K	﹤0.01%	1027
2025 Q3	$172K	Buy	18,874 +263	+1%	+$2.35K	﹤0.01%	981
2025 Q2	$165K	Sell	18,611 -3,065	-14%	-$25.8K	﹤0.01%	939
2025 Q1	$186K	Buy	+21,676	New	+$189K	0.01%	872
2021 Q2	–	Sell	-2,180	Closed	-$21K	–	673
2021 Q1	$21K	Buy	+2,180	New	+$19.2K	﹤0.01%	1180
2020 Q2	–	Sell	-2,180	Closed	-$14K	–	407
2020 Q1	$14K	Sell	2,180 -30,763	-93%	-$263K	﹤0.01%	815
2019 Q4	$327K	Sell	32,943 -2,151	-6%	-$20.2K	0.04%	226
2019 Q3	$322K	Sell	35,094 -2,971	-8%	-$26.7K	0.05%	201
2019 Q2	$338K	Buy	38,065 +9	+0%	+$78	0.05%	189
2019 Q1	$325K	Buy	38,056 +1,742	+5%	+$14.7K	0.06%	172
2018 Q4	$282K	Hold	36,314	–	–	0.05%	165
2018 Q3	$345K	Hold	36,314	–	–	0.06%	161
2018 Q2	$333K	Buy	36,314 +1,870	+5%	+$16.9K	0.07%	160
2018 Q1	$301K	Buy	34,444 +7,442	+28%	+$68.2K	0.07%	156
2017 Q4	$249K	Buy	27,002 +26,297	+3,730%	+$240K	0.06%	152
2017 Q3	$6K	Buy	+705	New	+$6.27K	﹤0.01%	614

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

Wealthcare Advisory Partners's BDJ Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2026, closing a stake of 19,594 shares — an estimated $169K sold.

Wealthcare Advisory Partners first reported a position in BDJ in Q3 2017 and held it in 17 quarters. The position peaked at $345K in Q3 2018. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Wealthcare Advisory Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 19,594 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $169K.
Wealthcare Advisory Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2017 and held it in 17 quarters.
Wealthcare Advisory Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $345K in Q3 2018.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.