Oxinas Partners Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.83M | Sell |
168,106
-1,512
| -0.9% | -$79.5K | 4.53% | 4 |
|
2025
Q1 | $7.45M | Buy |
169,618
+61,697
| +57% | +$2.71M | 4.4% | 4 |
|
2024
Q4 | $5.32M | Buy |
107,921
+11,181
| +12% | +$551K | 3.12% | 7 |
|
2024
Q3 | $4.41M | Buy |
96,740
+50,356
| +109% | +$2.3M | 2.7% | 10 |
|
2024
Q2 | $2.08M | Buy |
46,384
+23,272
| +101% | +$1.04M | 1.38% | 22 |
|
2024
Q1 | $950K | Buy |
+23,112
| New | +$950K | 0.62% | 41 |
|