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
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

EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's HDEF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 7.2% in Q2 2026, selling an estimated $3.61M and leaving 1,424,752 shares worth $46M. The position accounts for 0.08% of the portfolio, ranked #227.

Wealth Enhancement Advisory Services first reported a position in HDEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $55.9M in Q4 2025. 18 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,424,752 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $46M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 110,418 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2026, an estimated $3.61M.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #227 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 16 quarters since.
  • Wealth Enhancement Advisory Services's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $55.9M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.