Elmwood Wealth Management’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Elmwood Wealth Management’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
2025 Q1	–	Sell	-73,507	Closed	-$1.73M	–	132
2024 Q4	$1.73M	Buy	73,507 +491	+0.7%	+$12.2K	0.7%	54
2024 Q3	$1.86M	Buy	73,016 +11,076	+18%	+$257K	0.77%	51
2024 Q2	$1.39M	Buy	61,940 +175	+0.3%	+$4.11K	0.62%	58
2024 Q1	$1.49M	Buy	61,765 +33,108	+116%	+$776K	0.64%	58
2023 Q4	$705K	Buy	+28,657	New	+$656K	0.49%	58

Other funds holding GXDW

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

HWP

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elmwood Wealth Management's GXDW Position: Q1 2025 in Review

Elmwood Wealth Management sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q1 2025, closing a stake of 73,507 shares — an estimated $1.73M sold.

Elmwood Wealth Management first reported a position in GXDW in Q4 2023 and held it in 5 quarters. The position peaked at $1.86M in Q3 2024. 14 funds tracked by Wall St. Rank hold GXDW as of Q1 2025.

Elmwood Wealth Management reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q1 2025 after selling out during the quarter.
Elmwood Wealth Management sold 73,507 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q1 2025, an estimated $1.73M.
Elmwood Wealth Management first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q4 2023 and held it in 5 quarters.
Elmwood Wealth Management's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $1.86M in Q3 2024.
14 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q1 2025.

Based on Elmwood Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.