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

Wealthspan 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 Q1	$231K	Buy	26,749 +190	+0.7%	+$1.77K	0.08%	112
2025 Q4	$252K	Buy	26,559 +113	+0.4%	+$1.03K	0.09%	110
2025 Q3	$241K	Buy	26,446 +291	+1%	+$2.6K	0.09%	109
2025 Q2	$233K	Buy	26,155 +299	+1%	+$2.51K	0.1%	104
2025 Q1	$222K	Buy	25,856 +285	+1%	+$2.48K	0.1%	102
2024 Q4	$212K	Hold	25,571	–	–	0.1%	103
2024 Q3	$221K	Sell	25,571 -7,216	-22%	-$60.4K	0.11%	102
2024 Q2	$268K	Sell	32,787 -2,626	-7%	-$21.4K	0.15%	87
2024 Q1	$292K	Buy	+35,413	New	+$282K	0.17%	78

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspan Partners's BDJ Position: Q1 2026 in Review

Wealthspan Partners increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.72% in Q1 2026, buying an estimated $1.77K and bringing the position to 26,749 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #112.

Wealthspan Partners first reported a position in BDJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $292K in Q1 2024. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

Wealthspan Partners held 26,749 shares of BlackRock Enhanced Equity Dividend Trust worth $231K as of Q1 2026.
Wealthspan Partners bought 190 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $1.77K.
BlackRock Enhanced Equity Dividend Trust made up 0.08% of Wealthspan Partners's portfolio in Q1 2026, its #112 holding.
Wealthspan Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2024 and has held it in 9 quarters since.
Wealthspan Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $292K in Q1 2024.
217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.