Envestnet Asset Management
GXDW

Envestnet Asset Management’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Envestnet Asset 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
-11,265
Closed -$264K – 4497
2024
Q4 		$264K Sell
11,265
-105
-0.9% -$2.61K ﹤0.01% 3952
2024
Q3 		$289K Buy
+11,370
New +$264K ﹤0.01% 3846
2022
Q1 		– Sell
-4,700
Closed -$209K – 4082
2021
Q4 		$209K Buy
4,700
+249
+6% +$12.2K ﹤0.01% 3637
2021
Q3 		$222K Sell
4,451
-14,561
-77% -$749K ﹤0.01% 3455
2021
Q2 		$981K Sell
19,012
-1,168
-6% -$57.1K ﹤0.01% 2538
2021
Q1 		$967K Buy
+20,180
New +$1.03M ﹤0.01% 2425

Other funds holding GXDW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management's GXDW Position: Q1 2025 in Review

Envestnet Asset Management sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q1 2025, closing a stake of 11,265 shares — an estimated $264K sold.

Envestnet Asset Management first reported a position in GXDW in Q1 2021 and held it in 6 quarters. The position peaked at $981K in Q2 2021. 14 funds tracked by Wall St. Rank hold GXDW as of Q1 2025.

  • Envestnet Asset Management reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 11,265 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q1 2025, an estimated $264K.
  • Envestnet Asset Management first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and held it in 6 quarters.
  • Envestnet Asset Management's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $981K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.