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Wood Tarver Financial Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-1,087
Closed -$9K – 204
2025
Q2 		$9K Hold
1,087
– – ﹤0.01% 424
2025
Q1 		$9.35K Hold
1,087
– – ﹤0.01% 422
2024
Q4 		$9K Buy
+1,087
New +$9.46K ﹤0.01% 412

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wood Tarver Financial Group's BDJ Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2025, closing a stake of 1,087 shares — an estimated $9K sold.

Wood Tarver Financial Group first reported a position in BDJ in Q4 2024 and held it in 3 quarters. The position peaked at $9.35K in Q1 2025. 202 funds tracked by Wall St. Rank hold BDJ as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,087 BlackRock Enhanced Equity Dividend Trust shares in Q3 2025, an estimated $9K.
  • Wood Tarver Financial Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's BlackRock Enhanced Equity Dividend Trust position peaked at $9.35K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.