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

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return