Bank of Montreal
GXDW

Bank of Montreal’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-700
Closed -$17.4K – 4003
2024
Q3 		$17.4K Sell
700
-5,364
-88% -$124K ﹤0.01% 3596
2024
Q2 		$142K Sell
6,064
-9,536
-61% -$224K ﹤0.01% 3127
2024
Q1 		$377K Buy
+15,600
New +$365K ﹤0.01% 2624
2023
Q3 		– Sell
-20,702
Closed -$554K – 4302
2023
Q2 		$554K Buy
+20,702
New +$528K ﹤0.01% 2527
2022
Q1 		– Sell
-20
Closed -$1K – 4311
2021
Q4 		$1K Hold
20
– – ﹤0.01% 3460
2021
Q3 		$1K Hold
20
– – ﹤0.01% 3787
2021
Q2 		$1K Buy
+20
New +$977 ﹤0.01% 3613

Other funds holding GXDW

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal's GXDW Position: Q4 2024 in Review

Bank of Montreal sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2024, closing a stake of 700 shares — an estimated $17.4K sold.

Bank of Montreal first reported a position in GXDW in Q2 2021 and held it in 7 quarters. The position peaked at $554K in Q2 2023. 17 funds tracked by Wall St. Rank hold GXDW as of Q4 2024.

  • Bank of Montreal reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 700 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2024, an estimated $17.4K.
  • Bank of Montreal first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q2 2021 and held it in 7 quarters.
  • Bank of Montreal's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $554K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.