Oxinas Partners Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Oxinas Partners Wealth Management’s Portfolio QGRW Stock Details QGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6M	Buy	190,503 +4,816	+3%	+$304K	4.96%	3
2026 Q1	$9.92M	Buy	185,687 +11,162	+6%	+$637K	4.53%	3
2025 Q4	$10.2M	Buy	174,525 +3,073	+2%	+$180K	4.93%	4
2025 Q3	$9.83M	Buy	171,452 +3,346	+2%	+$183K	5.27%	4
2025 Q2	$8.83M	Sell	168,106 -1,512	-0.9%	-$71.1K	4.53%	4
2025 Q1	$7.45M	Buy	169,618 +61,697	+57%	+$2.98M	4.4%	4
2024 Q4	$5.32M	Buy	107,921 +11,181	+12%	+$538K	3.12%	7
2024 Q3	$4.41M	Buy	96,740 +50,356	+109%	+$2.23M	2.7%	10
2024 Q2	$2.08M	Buy	46,384 +23,272	+101%	+$973K	1.38%	22
2024 Q1	$950K	Buy	+23,112	New	+$903K	0.62%	41

Other funds holding QGRW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Oxinas Partners Wealth Management's QGRW Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 2.6% in Q2 2026, buying an estimated $304K and bringing the position to 190,503 shares worth $12.6M. The position accounts for 4.96% of the portfolio, ranked #3.

Oxinas Partners Wealth Management first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Oxinas Partners Wealth Management held 190,503 shares of WisdomTree US Quality Growth Fund worth $12.6M as of Q2 2026.
Oxinas Partners Wealth Management bought 4,816 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $304K.
WisdomTree US Quality Growth Fund made up 4.96% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #3 holding.
Oxinas Partners Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.