World Investment Advisors
BDJ icon

World Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

World Investment Advisors’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 		$131K Sell
14,835
-464
-3% -$4.25K ﹤0.01% 1485
2026
Q1 		$132K Buy
15,299
+75
+0.5% +$700 ﹤0.01% 1515
2025
Q4 		$144K Buy
15,224
+4,363
+40% +$39.7K ﹤0.01% 1422
2025
Q3 		$98.9K Buy
+10,861
New +$97K ﹤0.01% 1212

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

World Investment Advisors's BDJ Position: Q2 2026 in Review

World Investment Advisors reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 3% in Q2 2026, selling an estimated $4.25K and leaving 14,835 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

World Investment Advisors first reported a position in BDJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $144K in Q4 2025. 218 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • World Investment Advisors held 14,835 shares of BlackRock Enhanced Equity Dividend Trust worth $131K as of Q2 2026.
  • World Investment Advisors sold 464 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $4.25K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1485 holding.
  • World Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $144K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.