WMP
GXDW

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

Wealth Management Partners’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
2021
Q3 		– Sell
-13,757
Closed -$710K – 124
2021
Q2 		$710K Buy
13,757
+1,178
+9% +$57.5K 0.49% 53
2021
Q1 		$612K Buy
+12,579
New +$640K 0.46% 55

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return

Wealth Management Partners's GXDW Position: Q3 2021 in Review

Wealth Management Partners sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q3 2021, closing a stake of 13,757 shares — an estimated $710K sold.

Wealth Management Partners first reported a position in GXDW in Q1 2021 and held it in 2 quarters. The position peaked at $710K in Q2 2021. 29 funds tracked by Wall St. Rank hold GXDW as of Q3 2021.

  • Wealth Management Partners reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q3 2021 after selling out during the quarter.
  • Wealth Management Partners sold 13,757 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q3 2021, an estimated $710K.
  • Wealth Management Partners first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and held it in 2 quarters.
  • Wealth Management Partners's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $710K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q3 2021.

Based on Wealth Management Partners's 13F filing for Q3 2021, filed 13 Oct 2021.