Ancora Advisors’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Ancora Advisors’s Portfolio GXDW Stock Details GXDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-46	Closed	-$1.11K	–	1934
2024 Q1	$1.11K	Sell	46 -1,000	-96%	-$23.4K	﹤0.01%	1622
2023 Q4	$25.7K	Sell	1,046 -2,750	-72%	-$63K	﹤0.01%	1113
2023 Q3	$89.2K	Sell	3,796 -20	-0.5%	-$524	﹤0.01%	800
2023 Q2	$102K	Buy	3,816 +40	+1%	+$1.02K	﹤0.01%	770
2023 Q1	$96.1K	Sell	3,776 -135	-3%	-$3.44K	﹤0.01%	772
2022 Q4	$89K	Sell	3,911 -10,262	-72%	-$262K	﹤0.01%	847
2022 Q3	$367K	Sell	14,173 -4,991	-26%	-$151K	0.01%	574
2022 Q2	$555K	Sell	19,164 -4,669	-20%	-$148K	0.02%	497
2022 Q1	$891K	Buy	23,833 +671	+3%	+$25.2K	0.02%	406
2021 Q4	$1.03M	Buy	23,162 +8,483	+58%	+$415K	0.02%	379
2021 Q3	$731K	Buy	14,679 +9,905	+207%	+$510K	0.02%	451
2021 Q2	$246K	Buy	4,774 +2,341	+96%	+$114K	0.01%	709
2021 Q1	$117K	Buy	2,433 +2,303	+1,772%	+$117K	﹤0.01%	836
2020 Q4	$6K	Hold	130	–	–	﹤0.01%	1284
2020 Q3	$4K	Buy	+130	New	+$4.44K	﹤0.01%	1277

Other funds holding GXDW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Ancora Advisors's GXDW Position: Q2 2024 in Review

Ancora Advisors sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q2 2024, closing a stake of 46 shares — an estimated $1.11K sold.

Ancora Advisors first reported a position in GXDW in Q3 2020 and held it in 15 quarters. The position peaked at $1.03M in Q4 2021. 17 funds tracked by Wall St. Rank hold GXDW as of Q2 2024.

Ancora Advisors reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q2 2024 after selling out during the quarter.
Ancora Advisors sold 46 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q2 2024, an estimated $1.11K.
Ancora Advisors first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q3 2020 and held it in 15 quarters.
Ancora Advisors's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $1.03M in Q4 2021.
17 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q2 2024.

Based on Ancora Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.