TWM
GXDW

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

Tradition 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
2024
Q3 		– Sell
-29,627
Closed -$666K – 427
2024
Q2 		$666K Sell
29,627
-526
-2% -$12.3K 0.06% 192
2024
Q1 		$728K Buy
30,153
+181
+0.6% +$4.24K 0.07% 170
2023
Q4 		$737K Sell
29,972
-1,165
-4% -$26.7K 0.08% 144
2023
Q3 		$732K Sell
31,137
-453
-1% -$11.9K 0.09% 139
2023
Q2 		$842K Sell
31,590
-2,632
-8% -$67.2K 0.1% 134
2023
Q1 		$871K Sell
34,222
-2,823
-8% -$72K 0.11% 123
2022
Q4 		$843K Sell
37,045
-207
-0.6% -$5.29K 0.12% 120
2022
Q3 		$965K Buy
37,252
+85
+0.2% +$2.57K 0.15% 109
2022
Q2 		$1.08M Sell
37,167
-8,668
-19% -$275K 0.16% 105
2022
Q1 		$1.71M Buy
45,835
+4,440
+11% +$167K 0.22% 95
2021
Q4 		$1.84M Buy
41,395
+18,042
+77% +$883K 0.23% 92
2021
Q3 		$1.16M Buy
23,353
+7,138
+44% +$367K 0.17% 115
2021
Q2 		$837K Buy
16,215
+9,720
+150% +$475K 0.13% 133
2021
Q1 		$311K Buy
+6,495
New +$330K 0.05% 208

Other funds holding GXDW

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's GXDW Position: Q3 2024 in Review

Tradition Wealth Management sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q3 2024, closing a stake of 29,627 shares — an estimated $666K sold.

Tradition Wealth Management first reported a position in GXDW in Q1 2021 and held it in 14 quarters. The position peaked at $1.84M in Q4 2021. 17 funds tracked by Wall St. Rank hold GXDW as of Q3 2024.

  • Tradition Wealth Management reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q3 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 29,627 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q3 2024, an estimated $666K.
  • Tradition Wealth Management first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and held it in 14 quarters.
  • Tradition Wealth Management's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $1.84M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q3 2024.

Based on Tradition Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.