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CATHY PARETO & ASSOCIATES, INC → BTCW

CATHY PARETO & ASSOCIATES, INC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
27
Latest value
$4.7M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$255K
Q3 2025$541K
Q3 2025$419K
Q3 2025$5.9M
Q3 2025$4.5M
Q4 2025$265K
Q4 2025$545K
Q4 2025$434K
Q4 2025$6.9M
Q4 2025$5M
Q1 2026$270K
Q1 2026$549K
Q1 2026$484K
Q1 2026$8M
Q1 2026$5.2M
Q2 2026$291K
Q2 2026$219K
Q2 2026$596K
Q2 2026$495K
Q2 2026$9.1M
Q2 2026$5.3M
Q3 2026$275K
Q3 2026$205K
Q3 2026$546K
Q3 2026$515K
Q3 2026$9.8M
Q3 2026$4.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.7M85.6K——
Q3 2026$9.8M169.4K——
Q3 2026$515K2.9K——
Q3 2026$546K7.6K——
Q3 2026$205K3.2K——
Q3 2026$275K2.7K——
Q2 2026$5.3M93.1K——
Q2 2026$9.1M162.9K——
Q2 2026$495K2.9K——
Q2 2026$596K7.9K——
Q2 2026$219K3.2K——
Q2 2026$291K2.9K——
Q1 2026$5.2M99.6K——
Q1 2026$8M149.1K——
Q1 2026$484K3.1K——
Q1 2026$549K8.2K——
Q1 2026$270K2.9K——
Q4 2025$5M93.7K——
Q4 2025$6.9M135.2K——
Q4 2025$434K3.0K——
Q4 2025$545K8.2K——
Q4 2025$265K2.8K——
Q3 2025$4.5M90.0K——
Q3 2025$5.9M119.8K——
Q3 2025$419K3.3K——
Q3 2025$541K8.2K——
Q3 2025$255K2.8K——

Other funds holding BTCW

Other CATHY PARETO & ASSOCIATES, INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$14.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$14.2M
AAPL

APPLE INC

$11.6M
AAPL

APPLE INC

$10.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.5M
AAPL

APPLE INC

$9.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$9M
SCHW-PJ

SCHWAB STRATEGIC TR

$9M