Wealth Management Associates, Inc.
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 2067339
Cherry Hill, NJ
Position in BDJ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$153,742
+$15,262 QoQ
Shares Held
16,065
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#140
of 217 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Management Associates, Inc. holds $3,693,435 across 7 Asset Management names. BDJ ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
75,124 | $2,266,491 | |
| 2 | IVZ |
Invesco Ltd.
|
19,460 | $513,549 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
25,026 | $303,315 | |
| 4 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
13,488 | $172,646 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
This page
|
16,065 | $153,742 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
12,588 | $147,783 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,858 | $135,909 |
All Filings in BDJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,742 | 16,065 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $138,480 | 16,065 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $152,296 | 16,065 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $163,734 | 17,973 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $159,779 | 17,973 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $158,859 | 18,472 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $181,265 | 21,892 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $189,365 | 21,892 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $224,487 | 27,477 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $226,685 | 27,477 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $227,185 | 29,543 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $224,822 | 29,543 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $252,168 | 30,236 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $305,984 | 35,621 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $386,691 | 42,918 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $373,449 | 46,048 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $426,462 | 48,297 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $509,790 | 51,494 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $624,103 | 61,915 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $773,768 | 78,956 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $1,080,182 | 106,632 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $1,165,907 | 123,246 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $1,364,271 | 161,071 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $1,177,407 | 161,068 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $1,157,951 | 157,759 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $1,002,178 | 153,473 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||