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Dickmeyer Boyce Financial Management, Inc. → BTCW

Dickmeyer Boyce Financial Management, Inc. BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
21
Latest value
$5.5M
Q3 2026
Peak value
$7.1M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$1.4M
Q1 2026$2.7M
Q1 2026$735K
Q1 2026$6.5M
Q1 2026$2.7M
Q1 2026$2.2M
Q1 2026$4.6M
Q2 2026$1.7M
Q2 2026$3.3M
Q2 2026$812K
Q2 2026$7.1M
Q2 2026$3.1M
Q2 2026$2.6M
Q2 2026$5.3M
Q3 2026$1.8M
Q3 2026$3.5M
Q3 2026$721K
Q3 2026$6.8M
Q3 2026$3M
Q3 2026$2.4M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M56.3K——
Q3 2026$2.4M43.2K——
Q3 2026$3M78.2K——
Q3 2026$6.8M125.7K——
Q3 2026$721K5.6K——
Q3 2026$3.5M36.2K——
Q3 2026$1.8M15.7K——
Q2 2026$5.3M55.9K——
Q2 2026$2.6M43.2K——
Q2 2026$3.1M75.3K——
Q2 2026$7.1M124.8K——
Q2 2026$812K6.2K——
Q2 2026$3.3M34.4K——
Q2 2026$1.7M15.0K——
Q1 2026$4.6M52.8K——
Q1 2026$2.2M42.3K——
Q1 2026$2.7M74.0K——
Q1 2026$6.5M123.7K——
Q1 2026$735K6.3K——
Q1 2026$2.7M30.3K——
Q1 2026$1.4M12.7K——

Other funds holding BTCW

Other Dickmeyer Boyce Financial Management, Inc. positions

FIS

FIDELITY MERRIMACK STR TR

$11.5M
FIS

FIDELITY MERRIMACK STR TR

$11.4M
FIS

FIDELITY MERRIMACK STR TR

$11M
AAPL

APPLE INC

$10.4M
AAPL

APPLE INC

$9.1M
MSFT

MICROSOFT CORP

$8.2M
AAPL

APPLE INC

$8M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.9M