Wealth Enhancement Advisory Services
WDIV icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$793K Sell
9,748
-295
-3% -$23.7K ﹤0.01% 2264
2026
Q1 		$776K Sell
10,043
-10,991
-52% -$866K ﹤0.01% 1979
2025
Q4 		$1.61M Buy
21,034
+2,091
+11% +$155K ﹤0.01% 1650
2025
Q3 		$1.38M Sell
18,943
-428
-2% -$30.9K ﹤0.01% 1663
2025
Q2 		$1.38M Sell
19,371
-12,122
-38% -$819K ﹤0.01% 1554
2025
Q1 		$2.05M Buy
31,493
+120
+0.4% +$7.61K ﹤0.01% 1236
2024
Q4 		$1.95M Buy
31,373
+24
+0.1% +$1.56K ﹤0.01% 1203
2024
Q3 		$2.09M Sell
31,349
-17,584
-36% -$1.11M ﹤0.01% 1021
2024
Q2 		$2.89M Buy
48,933
+647
+1% +$38.8K 0.01% 858
2024
Q1 		$2.9M Sell
48,286
-8,817
-15% -$522K 0.01% 821
2023
Q4 		$3.45M Buy
57,103
+8,734
+18% +$490K 0.01% 713
2023
Q3 		$2.64M Buy
+48,369
New +$2.78M 0.01% 765

Other funds holding WDIV

RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
CS
Crescent Sterling Metairie, Louisiana $112M AUM 26.76% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 2.9% in Q2 2026, selling an estimated $23.7K and leaving 9,748 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Wealth Enhancement Advisory Services first reported a position in WDIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.45M in Q4 2023. 8 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,748 shares of State Street SPDR S&P Global Dividend ETF worth $793K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 295 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $23.7K.
  • State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2264 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P Global Dividend ETF position peaked at $3.45M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

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