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Wetzel Investment Advisors’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Wetzel Investment Advisors’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 		$569K Sell
17,716
-676
-4% -$22.1K 0.2% 67
2026
Q1 		$596K Buy
18,392
+6,518
+55% +$210K 0.24% 64
2025
Q4 		$368K Buy
11,874
+3,357
+39% +$101K 0.15% 83
2025
Q3 		$251K Buy
8,517
+779
+10% +$22.9K 0.11% 113
2025
Q2 		$223K Buy
+7,738
New +$217K 0.1% 115

Other funds holding HDEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wetzel Investment Advisors's HDEF Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 3.7% in Q2 2026, selling an estimated $22.1K and leaving 17,716 shares worth $569K. The position accounts for 0.2% of the portfolio, ranked #67.

Wetzel Investment Advisors first reported a position in HDEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $596K in Q1 2026. 33 funds tracked by Wall St. Rank hold HDEF as of Q2 2026.

  • Wetzel Investment Advisors held 17,716 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $569K as of Q2 2026.
  • Wetzel Investment Advisors sold 676 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2026, an estimated $22.1K.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.2% of Wetzel Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Wetzel Investment Advisors first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Wetzel Investment Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $596K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.