DTCR — GLOBAL X

Ownership history in Wiser Advisor Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in GLOBAL X (DTCR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.11% (2025 Q3)
Avg. % of fund
1.54%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 86,301 +3,446 +4.2% 2.08% $1.8M $21.10
2025 Q3 ADDED 82,855 +64,904 +361.6% 2.11% $1.7M $20.35
2025 Q1 INITIATED 17,951 — — 0.43% $292K $16.07
% of Fund (quarterly)    DTCR price (monthly, adj. close)

Other funds also holding DTCR

As of 2025 Q4 — sorted by position size

Hedeker Wealth, LLC 3Y 7Y 2.5% Financial Freedom, LLC 3Y 1.71% Anderson Financial Strategies, LLC 1.39% Centurion Wealth Management LLC 3Y 1.37% Foguth Wealth Management, LLC. 1.15% Sonoma Private Wealth LLC 3Y 0.91% Sage Capital Management, LLC 0.9% Sound Financial Strategies Group, LLC 3Y 0.66% Prosperity Financial Group, Inc. 0.63% AVALON CAPITAL MANAGEMENT 3Y 7Y 0.6%
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