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Horizon Wealth Management, LLC → BTCW

Horizon Wealth Management, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
17
Latest value
$22.1M
Q3 2026
Peak value
$42.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.5M
Q4 2025$829K
Q4 2025$30.2M
Q4 2025$15.4M
Q1 2026$11.4M
Q1 2026$19.6M
Q1 2026$816K
Q1 2026$520K
Q1 2026$15.5M
Q2 2026$20.4M
Q2 2026$891K
Q2 2026$636K
Q2 2026$17M
Q3 2026$42.4M
Q3 2026$889K
Q3 2026$512K
Q3 2026$22.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.1M828.3K——
Q3 2026$512K7.5K——
Q3 2026$889K9.1K——
Q3 2026$42.4M414.3K——
Q2 2026$17M358.7K——
Q2 2026$636K9.6K——
Q2 2026$891K9.3K——
Q2 2026$20.4M442.5K——
Q1 2026$15.5M550.1K——
Q1 2026$520K9.7K——
Q1 2026$816K9.3K——
Q1 2026$19.6M445.5K——
Q1 2026$11.4M210.0K——
Q4 2025$15.4M528.4K——
Q4 2025$30.2M515.0K——
Q4 2025$829K9.3K——
Q3 2025$2.5M28.6K——

Other funds holding BTCW

Other Horizon Wealth Management, LLC positions

ETHA

ISHARES TR

$87.7M
PDI

PIMCO ETF TR

$59.2M
ETHA

ISHARES TR

$56.9M
PDI

PIMCO ETF TR

$56.8M
STT-PG

SELECT SECTOR SPDR TR

$55.5M
ETHA

ISHARES TR

$51.8M
STT-PG

SELECT SECTOR SPDR TR

$49.3M
IVZ

INVESCO EXCHANGE TRADED FD T

$48.6M