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Equibles

Wealthspire Advisors, LLC

Position in BDJ — BlackRock Enhanced Equity Dividend Trust

CIK 1646247 NEW YORK, NY
Back to BDJ Full portfolio

Position in BDJ

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$581,291
+$58,704 QoQ
Shares Held
60,741
+0.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 217 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BDJ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $49,912,238 across 44 Asset Management names. BDJ ranks #20 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UTG
Reaves Utility Income Fund
 159,511 $6,495,287
2 BX
Blackstone Inc.
 52,520 $6,180,028
3 EIM
Eaton Vance Municipal Bond Fund
 563,559 $5,613,047
4 GBDC
GOLUB CAPITAL BDC, Inc.
 374,135 $4,818,858
5 APO
Apollo Global Management, Inc.
 31,445 $3,720,257
6 BLK
BlackRock, Inc.
 3,342 $3,213,533
7 KKR
KKR & Co. Inc.
 22,676 $2,081,203
8 JPC
Nuveen Preferred & Income Opportunities Fund
 199,488 $1,571,965

All Filings in BDJ

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $581,291 60,741
2026-03-31 $522,587 60,625
2025-12-31 $605,724 63,895
2025-09-30 $474,239 52,057
2025-06-30 $433,716 48,787
2025-03-31 $419,568 48,787
2024-12-31 $403,956 48,787
2024-09-30 $422,007 48,787
2024-06-30 $398,589 48,787
2024-03-31 $402,492 48,787
2023-12-31 $375,172 48,787
2023-09-30 $371,269 48,787
2023-06-30 $406,883 48,787
2023-03-31 $419,080 48,787
2022-12-31 $439,570 48,787
2022-09-30 $395,662 48,787
2022-06-30 $430,789 48,787
2021-09-30 $478,112 48,787