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Elmwood Wealth Management, Inc. → BTCW

Elmwood Wealth Management, Inc. BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
10
Latest value
$7M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.2M
Q3 2025$6.5M
Q4 2025$3.5M
Q4 2025$4.7M
Q1 2026$4M
Q1 2026$7.8M
Q2 2026$4.2M
Q2 2026$5.8M
Q3 2026$4.2M
Q3 2026$7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7M138.7K——
Q3 2026$4.2M150.3K——
Q2 2026$5.8M114.7K——
Q2 2026$4.2M146.3K——
Q1 2026$7.8M155.4K——
Q1 2026$4M142.1K——
Q4 2025$4.7M93.6K——
Q4 2025$3.5M120.8K——
Q3 2025$6.5M129.6K——
Q3 2025$3.2M113.0K——

Other funds holding BTCW

Other Elmwood Wealth Management, Inc. positions

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$11.2M
AAPL

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$10.7M
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$9.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9.5M