HEAL — GLOBAL X FDS

Ownership history in WT Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in GLOBAL X FDS (HEAL). 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
0.76% (2025 Q2)
Avg. % of fund
0.75%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 88,171 +8,066 +10.1% 0.74% $2.6M $29.22
2025 Q3 REDUCED 80,105 -155,677 -66.0% 0.74% $2.6M $31.88
2025 Q2 INITIATED 235,782 — — 0.76% $2.6M $32.65
% of Fund (quarterly)    HEAL price (monthly, adj. close)

Other funds also holding HEAL

As of 2025 Q4 — sorted by position size

Daiwa Securities Group Inc. 3Y 7Y 0.02% EverSource Wealth Advisors, LLC 3Y 0.0% Banque Cantonale Vaudoise 3Y 0.0% Farther Finance Advisors, LLC 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% Abound Wealth Management 0.0% Elevated Capital Advisors, LLC 3Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0% Sound Income Strategies, LLC 3Y 7Y 0.0%
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