Wealth Enhancement Advisory Services
HDEF icon

Wealth Enhancement Advisory Services’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.8M Buy
1,557,709
+132,957
+9% +$4.45M 0.07% 236
2026
Q2 		$46M Sell
1,424,752
-110,418
-7% -$3.61M 0.08% 227
2026
Q1 		$49.1M Sell
1,535,170
-265,403
-15% -$8.57M 0.1% 192
2025
Q4 		$55.9M Buy
1,800,573
+112,953
+7% +$3.41M 0.08% 238
2025
Q3 		$50.1M Buy
1,687,620
+37,291
+2% +$1.1M 0.08% 240
2025
Q2 		$47.9M Buy
1,650,329
+108,952
+7% +$3.05M 0.08% 235
2025
Q1 		$41.8M Buy
1,541,377
+19,793
+1% +$516K 0.08% 239
2024
Q4 		$37M Buy
1,521,584
+143,856
+10% +$3.64M 0.07% 260
2024
Q3 		$37M Buy
1,377,728
+102,991
+8% +$2.65M 0.08% 236
2024
Q2 		$31.1M Sell
1,274,737
-77,206
-6% -$1.93M 0.07% 255
2024
Q1 		$33.4M Sell
1,351,943
-54,791
-4% -$1.33M 0.09% 225
2023
Q4 		$34.7M Sell
1,406,734
-27,815
-2% -$641K 0.1% 200
2023
Q3 		$32.4M Buy
1,434,549
+856,079
+148% +$19.8M 0.11% 197
2023
Q2 		$13.3M Buy
578,470
+38,389
+7% +$903K 0.14% 74
2023
Q1 		$12.6M Buy
540,081
+310,511
+135% +$7.07M 0.15% 75
2022
Q4 		$5.32M Buy
229,570
+170,575
+289% +$3.49M 0.07% 117
2022
Q3 		$1.08M Buy
+58,995
New +$1.2M 0.02% 230

Other funds holding HDEF

Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
15 Wealth Advisors
15 Wealth Advisors Mundelein, Illinois $399M AUM
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
ETF Portfolio Partners
ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's HDEF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 9.3% in Q3 2026, buying an estimated $4.45M and bringing the position to 1,557,709 shares worth $49.8M. The position accounts for 0.07% of the portfolio, ranked #236.

Wealth Enhancement Advisory Services first reported a position in HDEF in Q3 2022 and has held it in 17 quarters since. The position peaked at $55.9M in Q4 2025. 85 funds tracked by Wall St. Rank hold HDEF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,557,709 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $49.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 132,957 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q3 2026, an estimated $4.45M.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #236 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $55.9M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.