Western Financial Corp’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Western Financial Corp’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	$239K	Buy	25,006 +489	+2%	+$4.48K	0.07%	121
2026 Q1	$211K	Buy	24,517 +485	+2%	+$4.53K	0.08%	118
2025 Q4	$228K	Buy	24,032 +593	+3%	+$5.4K	0.09%	108
2025 Q3	$214K	Buy	23,439 +477	+2%	+$4.26K	0.09%	118
2025 Q2	$204K	Buy	22,962 +2,492	+12%	+$20.9K	0.11%	120
2025 Q1	$176K	Buy	20,470 +5,359	+35%	+$46.7K	0.1%	121
2024 Q4	$125K	Buy	+15,111	New	+$131K	0.07%	127

Other funds holding BDJ

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Western Financial Corp's BDJ Position: Q2 2026 in Review

Western Financial Corp increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 2% in Q2 2026, buying an estimated $4.48K and bringing the position to 25,006 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #121.

Western Financial Corp first reported a position in BDJ in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

Western Financial Corp held 25,006 shares of BlackRock Enhanced Equity Dividend Trust worth $239K as of Q2 2026.
Western Financial Corp bought 489 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $4.48K.
BlackRock Enhanced Equity Dividend Trust made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #121 holding.
Western Financial Corp first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and has held it in 7 quarters since.
92 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.