Glassman Wealth Services’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Glassman Wealth Services’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
2023 Q4	–	Sell	-605	Closed	-$14.2K	–	2088
2023 Q3	$14.2K	Buy	+605	New	+$15.9K	﹤0.01%	754
2022 Q4	–	Sell	-215	Closed	-$6K	–	2051
2022 Q3	$6K	Buy	+215	New	+$6.5K	﹤0.01%	969

Other funds holding GXDW

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

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

HWP

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TWM

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

EWM

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

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

Glassman Wealth Services's GXDW Position: Q4 2023 in Review

Glassman Wealth Services sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2023, closing a stake of 605 shares — an estimated $14.2K sold.

Glassman Wealth Services first reported a position in GXDW in Q3 2022 and held it in 2 quarters. The position peaked at $14.2K in Q3 2023. 22 funds tracked by Wall St. Rank hold GXDW as of Q4 2023.

Glassman Wealth Services reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 605 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2023, an estimated $14.2K.
Glassman Wealth Services first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q3 2022 and held it in 2 quarters.
Glassman Wealth Services's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $14.2K in Q3 2023.
22 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.