BTCW
WisdomTree Bitcoin Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Prairie Wealth Advisors, Inc. | $1.4B | 0 | 0.21% | Unchanged |
Creative Planning | $934.7M | 14.73M | 0.13% | Exited |
Hamilton Capital, Llc | $719M | 7.33M | 39.57% | +0.6% |
Kestra Advisory Services, Llc | $543.3M | 8.65M | 0.19% | +8.7% |
Bip Wealth, Llc | $359.8M | 6.87M | 7.70% | Exited |
Retirement Planning Group, Llc | $345.5M | 4.94M | 7.90% | Exited |
Commonwealth Equity Services, Llc | $327.5M | 4.86M | 0.11% | Exited |
Cambridge Investment Research Advisors, Inc. | $312.4M | 4.95M | 0.17% | Exited |
Halbert Hargrove Global Advisors, Llc | $283.9M | 4.87M | 12.30% | Unchanged |
3Edge Asset Management, Lp | $266.6M | 5.00M | 9.77% | Exited |
Trust Point Inc. | $264.6M | 3.85M | 18.63% | +54.7% |
Wealth Enhancement Advisory Services, Llc | $226.7M | 3.27M | 0.11% | Exited |
Assetmark, Inc | $212.1M | 3.06M | 0.13% | -1.1% |
Wealthcare Advisory Partners Llc | $176.5M | 2.68M | 1.06% | +34.9% |
Park National Corp /Oh/ | $175.9M | 3.85M | 4.76% | Exited |
Meitav Investment House Ltd | $171.1M | 4.09M | 0.89% | -0.3% |
Trilogy Capital Inc. | $170.3M | 2.34M | 4.49% | +15.6% |
Rvw Wealth, Llc | $159.9M | 1.98M | 5.20% | +4.1% |
Morton Capital Management Llc/Ca | $159.3M | 3.16M | 19.01% | +0.3% |
Davenport & Co Llc | $145.7M | 2.42M | 0.38% | Exited |
Kestra Private Wealth Services, Llc | $126.9M | 2.16M | 0.42% | Exited |
Team Financial Group, Llc | $126.7M | 1.78M | 15.96% | New Position |
D.A. Davidson & Co. | $109.7M | 1.59M | 0.13% | +7.1% |
Truist Financial Corp | $106.1M | 1.37M | 0.03% | Exited |
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | $104M | 1.58M | 1.13% | +4.4% |
Stenger Family Office, Llc | $101.4M | 1.66M | 7.38% | Exited |
Alpine Bank Wealth Management | $92.1M | 1.67M | 6.18% | +4.4% |
Wealthplan Investment Management, Llc | $92M | 1.63M | 2.18% | +112.7% |
Integrity Alliance, Llc. | $91.9M | 1.39M | 1.42% | Exited |
Prime Capital Investment Advisors, Llc | $88.7M | 2.18M | 0.24% | Exited |
Stonebridge Wealth Management, Llc | $87.9M | 1.58M | 24.35% | Exited |
Atria Investments, Inc | $85.5M | 1.50M | 0.15% | Exited |
Key Financial Inc | $84.6M | 1.41M | 3.60% | Unchanged |
Farther Finance Advisors, Llc | $84.5M | 1.38M | 0.19% | -12.5% |
Beacon Financial Group | $80M | 1.05M | 5.07% | +1031.7% |
Cardinal Point Capital Management Ulc | $76.5M | 1.52M | 4.23% | Unchanged |
Columbia Advisory Partners Llc | $75.9M | 1.09M | 15.75% | Exited |
Capital Asset Advisory Services Llc | $73.3M | 1.45M | 2.08% | +6.7% |
Encompass More Asset Management | $70.6M | 1.59M | 7.61% | -7.4% |
Concurrent Investment Advisors, Llc | $69.5M | 996.5K | 0.19% | Exited |
Spinnaker Investment Group, Llc | $67.6M | 732.4K | 9.80% | -0.5% |
Hennion & Walsh Asset Management, Inc. | $67.5M | 1.48M | 1.97% | New Position |
Horizon Wealth Management, Llc | $65.9M | 1.26M | 5.35% | Exited |
United Advisor Group, Llc | $65.1M | 907.1K | 1.32% | Exited |
Flagship Harbor Advisors, Llc | $64.7M | 992.7K | 1.17% | +2.5% |
Schorn Wealth Llc | $64.1M | 659.2K | 16.49% | +5.9% |
Intrua Financial, Llc | $63.7M | 828.0K | 4.15% | -7.1% |
Stonebridge Financial Group, Llc | $63M | 1.15M | 1.60% | Unchanged |
Toptier Wealth Management, Llc | $62.1M | 813.2K | 9.81% | -0.5% |
Waterway Wealth Management, Llc | $61.6M | 700.5K | 10.99% | +1.2% |