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 Q2	$256K	Hold	26,749	–	–	0.08%	115
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 $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

Wealthspan Partners's BDJ Position: Q2 2026 in Review

Wealthspan Partners held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q2 2026 at 26,749 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #115.

Wealthspan Partners first reported a position in BDJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $292K in Q1 2024. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Wealthspan Partners held 26,749 shares of BlackRock Enhanced Equity Dividend Trust worth $256K as of Q2 2026.
Wealthspan Partners left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Equity Dividend Trust made up 0.08% of Wealthspan Partners's portfolio in Q2 2026, its #115 holding.
Wealthspan Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2024 and has held it in 10 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 Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.