IHT Wealth Management, LLC
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 1697490
Chicago, IL
Position in BDJ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$988,748
-$146,567 QoQ
Shares Held
114,704
-4.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026IHT Wealth Management, LLC holds $62,312,970 across 66 Asset Management names. BDJ ranks #20 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
445,405 | $6,142,134 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
926,634 | $4,929,692 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
71,078 | $3,391,842 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
91,873 | $3,255,979 | |
| 5 | MAIN |
Main Street Capital CORP
|
58,056 | $3,074,645 | |
| 6 | ARCC |
Ares Capital Corp
|
168,260 | $3,032,045 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
240,689 | $2,479,096 | |
| 8 | BLK |
BlackRock, Inc.
|
2,363 | $2,272,520 |
All Filings in BDJ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $988,748 | 114,704 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,135,315 | 119,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,153,407 | 126,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,134,497 | 127,615 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,110,965 | 129,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,068,194 | 129,009 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,668,662 | 192,909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,011,519 | 123,809 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,056,899 | 128,109 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $874,422 | 113,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $859,998 | 113,009 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $472,953 | 56,709 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $439,833 | 51,203 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $445,175 | 49,409 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $424,225 | 52,309 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $493,676 | 55,909 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $553,499 | 55,909 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $563,562 | 55,909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $557,708 | 56,909 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $569,326 | 56,202 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $536,306 | 56,692 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $491,293 | 58,004 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $391,026 | 53,492 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $290,605 | 39,592 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $694,413 | 106,342 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||