Wealthspire Advisors (New York)’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Wealthspire Advisors (New York)’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	$581K	Buy	60,741 +116	+0.2%	+$1.06K	﹤0.01%	748
2026 Q1	$523K	Sell	60,625 -3,270	-5%	-$30.5K	﹤0.01%	559
2025 Q4	$606K	Buy	63,895 +11,838	+23%	+$108K	﹤0.01%	554
2025 Q3	$474K	Buy	52,057 +3,270	+7%	+$29.2K	﹤0.01%	552
2025 Q2	$434K	Hold	48,787	–	–	﹤0.01%	569
2025 Q1	$420K	Hold	48,787	–	–	﹤0.01%	562
2024 Q4	$404K	Hold	48,787	–	–	﹤0.01%	572
2024 Q3	$422K	Hold	48,787	–	–	﹤0.01%	534
2024 Q2	$399K	Hold	48,787	–	–	0.01%	474
2024 Q1	$402K	Hold	48,787	–	–	0.01%	466
2023 Q4	$375K	Hold	48,787	–	–	0.01%	467
2023 Q3	$371K	Hold	48,787	–	–	0.01%	446
2023 Q2	$407K	Hold	48,787	–	–	0.01%	403
2023 Q1	$419K	Hold	48,787	–	–	0.01%	380
2022 Q4	$440K	Hold	48,787	–	–	0.01%	388
2022 Q3	$396K	Hold	48,787	–	–	0.01%	371
2022 Q2	$431K	Buy	+48,787	New	+$457K	0.01%	340
2021 Q4	–	Sell	-48,787	Closed	-$478K	–	543
2021 Q3	$478K	Buy	+48,787	New	+$492K	0.01%	362

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

Wealthspire Advisors (New York)'s BDJ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 0.19% in Q2 2026, buying an estimated $1.06K and bringing the position to 60,741 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Wealthspire Advisors (New York) first reported a position in BDJ in Q3 2021 and has held it in 18 quarters since. The position peaked at $606K in Q4 2025. 218 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Wealthspire Advisors (New York) held 60,741 shares of BlackRock Enhanced Equity Dividend Trust worth $581K as of Q2 2026.
Wealthspire Advisors (New York) bought 116 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $1.06K.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #748 holding.
Wealthspire Advisors (New York) first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2021 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s BlackRock Enhanced Equity Dividend Trust position peaked at $606K in Q4 2025.
218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.