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 $376B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 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
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $391M AUM 20% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return