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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
Q3 		$562K Sell
17,376
-340
-2% -$11.4K 0.19% 67
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 $67.3B AUM 21.9% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Wetzel Investment Advisors's HDEF Position: Q3 2026 in Review

Wetzel Investment Advisors reduced its Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) stake by 1.9% in Q3 2026, selling an estimated $11.4K and leaving 17,376 shares worth $562K. The position accounts for 0.19% of the portfolio, ranked #67.

Wetzel Investment Advisors first reported a position in HDEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $596K in Q1 2026. 12 funds tracked by Wall St. Rank hold HDEF as of Q3 2026.

  • Wetzel Investment Advisors held 17,376 shares of Xtrackers MSCI EAFE High Dividend Yield Equity ETF worth $562K as of Q3 2026.
  • Wetzel Investment Advisors sold 340 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q3 2026, an estimated $11.4K.
  • Xtrackers MSCI EAFE High Dividend Yield Equity ETF made up 0.19% of Wetzel Investment Advisors's portfolio in Q3 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 6 quarters since.
  • Wetzel Investment Advisors's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $596K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.