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Global X Fds shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 83k 20.48
2025-03-31 $292k 18k 16.26

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
Alphabet Common Stock (GOOGL)
Eli Lilly Common Stock (LLY)
Amazon Common Stock (AMZN)
Meta Platforms Common Stock (META)
Nyli Ftse MF Closed and MF Open (HFXI)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Growth MF Closed and MF Open (VUG)
Jpmorgan Chase Common Stock (JPM)
Nvidia Corp Common Stock (NVDA)
Schwab Us MF Closed and MF Open (SCHX)
Vanguard Value MF Closed and MF Open (VTV)

View all positions for Wiser Advisor Group

Top funds holding Global X Fds

LPL Financial
HighTower Advisors
Hedeker Wealth Management
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Centurion Wealth Management
Mirae Asset Global Investments
Potentia Wealth
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Alaska Permanent Capital Management
Private Advisor

View all funds holding Global X Fds