RDFA
GXDW

Ritter Daniher Financial Advisory’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Ritter Daniher Financial Advisory’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
Q4 		– Sell
-55
Closed -$1.51K – 637
2025
Q3 		$1.51K Hold
55
– – ﹤0.01% 431
2025
Q2 		$1.42K Hold
55
– – ﹤0.01% 309
2025
Q1 		$1.25K Hold
55
– – ﹤0.01% 289
2024
Q4 		$1.29K Hold
55
– – ﹤0.01% 285
2024
Q3 		$1.4K Hold
55
– – ﹤0.01% 288
2024
Q2 		$1.24K Sell
55
-25
-31% -$586 ﹤0.01% 287
2024
Q1 		$1.93K Sell
80
-300
-79% -$7.03K ﹤0.01% 277
2023
Q4 		$9.35K Buy
380
+190
+100% +$4.35K ﹤0.01% 235
2023
Q3 		$4.46K Hold
190
– – ﹤0.01% 273
2023
Q2 		$5.07K Buy
190
+5
+3% +$128 ﹤0.01% 254
2023
Q1 		$4.71K Sell
185
-2,051
-92% -$52.3K ﹤0.01% 237
2022
Q4 		$50.9K Sell
2,236
-967
-30% -$24.7K 0.02% 143
2022
Q3 		$83K Sell
3,203
-800
-20% -$24.2K 0.06% 94
2022
Q2 		$116K Buy
4,003
+500
+14% +$15.9K 0.08% 79
2022
Q1 		$131K Buy
3,503
+515
+17% +$19.3K 0.09% 78
2021
Q4 		$133K Buy
2,988
+2,952
+8,200% +$144K 0.09% 77
2021
Q3 		$2K Hold
36
– – ﹤0.01% 204
2021
Q2 		$2K Hold
36
– – ﹤0.01% 197
2021
Q1 		$2K Buy
+36
New +$1.83K ﹤0.01% 185

Other funds holding GXDW

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
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 $4.4B AUM 74.25% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ritter Daniher Financial Advisory's GXDW Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2025, closing a stake of 55 shares — an estimated $1.51K sold.

Ritter Daniher Financial Advisory first reported a position in GXDW in Q1 2021 and held it in 19 quarters. The position peaked at $133K in Q4 2021. 13 funds tracked by Wall St. Rank hold GXDW as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 55 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2025, an estimated $1.51K.
  • Ritter Daniher Financial Advisory first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and held it in 19 quarters.
  • Ritter Daniher Financial Advisory's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $133K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.