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Comprehensive Wealth Management, LLC → BTCW

Comprehensive Wealth Management, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
14
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$842K
Q3 2025$437K
Q3 2025$647K
Q4 2025$1M
Q4 2025$386K
Q4 2025$669K
Q1 2026$1.2M
Q1 2026$632K
Q2 2026$1.3M
Q2 2026$1.2M
Q2 2026$1.9M
Q3 2026$1.3M
Q3 2026$1.2M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M10.9K——
Q3 2026$1.2M55.7K——
Q3 2026$1.3M31.1K——
Q2 2026$1.9M10.9K——
Q2 2026$1.2M55.1K——
Q2 2026$1.3M31.5K——
Q1 2026$632K4.0K——
Q1 2026$1.2M29.7K——
Q4 2025$669K4.6K——
Q4 2025$386K17.1K——
Q4 2025$1M26.8K——
Q3 2025$647K5.1K——
Q3 2025$437K19.4K——
Q3 2025$842K22.2K——

Other funds holding BTCW

Other Comprehensive Wealth Management, LLC positions

FPF

FIRST TR EXCHANGE TRADED FD

$32.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$31.6M
FPF

FIRST TR EXCHANGE TRADED FD

$30.6M
MDY

SPDR INDEX SHS FDS

$28.5M
MDY

SPDR INDEX SHS FDS

$28.3M
STT-PG

SELECT SECTOR SPDR TR

$26.2M
MDY

SPDR INDEX SHS FDS

$25.2M
FPF

FIRST TR EXCHANGE TRADED FD

$24.9M
Comprehensive Wealth Management, LLC BTCW Holdings: 13F Position History | Track13F