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IFP Advisors, Inc BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
206
Latest value
$24K
Q3 2026
Peak value
$39.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $2K |
| Q3 2025 | $360K |
| Q3 2025 | $360K |
| Q3 2025 | $103K |
| Q3 2025 | $103K |
| Q3 2025 | $106K |
| Q3 2025 | $106K |
| Q3 2025 | $135K |
| Q3 2025 | $135K |
| Q3 2025 | $1.3M |
| Q3 2025 | $1.3M |
| Q3 2025 | $204K |
| Q3 2025 | $204K |
| Q3 2025 | $461K |
| Q3 2025 | $461K |
| Q3 2025 | $485K |
| Q3 2025 | $485K |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.4M |
| Q3 2025 | $35K |
| Q3 2025 | $35K |
| Q3 2025 | $115K |
| Q3 2025 | $115K |
| Q3 2025 | $756K |
| Q3 2025 | $756K |
| Q3 2025 | $34K |
| Q3 2025 | $34K |
| Q3 2025 | $141K |
| Q3 2025 | $141K |
| Q3 2025 | $141K |
| Q3 2025 | $141K |
| Q3 2025 | $881K |
| Q3 2025 | $881K |
| Q3 2025 | $61K |
| Q3 2025 | $61K |
| Q3 2025 | $71K |
| Q3 2025 | $71K |
| Q3 2025 | $2.1M |
| Q3 2025 | $2.1M |
| Q3 2025 | $557K |
| Q3 2025 | $557K |
| Q3 2025 | $17K |
| Q3 2025 | $17K |
| Q3 2025 | $259K |
| Q3 2025 | $259K |
| Q3 2025 | $4.5M |
| Q3 2025 | $4.5M |
| Q3 2025 | $1.9M |
| Q3 2025 | $1.9M |
| Q3 2025 | $35.4M |
| Q3 2025 | $35.4M |
| Q3 2025 | $87K |
| Q3 2025 | $87K |
| Q3 2025 | $27K |
| Q3 2025 | $27K |
| Q3 2025 | $19K |
| Q3 2025 | $19K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $12K |
| Q3 2025 | $12K |
| Q3 2025 | $6K |
| Q3 2025 | $6K |
| Q3 2025 | $4K |
| Q3 2025 | $4K |
| Q3 2025 | $22K |
| Q3 2025 | $22K |
| Q3 2025 | $121 |
| Q3 2025 | $121 |
| Q4 2025 | $3K |
| Q4 2025 | $363K |
| Q4 2025 | $99K |
| Q4 2025 | $125K |
| Q4 2025 | $123K |
| Q4 2025 | $1.5M |
| Q4 2025 | $226K |
| Q4 2025 | $501K |
| Q4 2025 | $470K |
| Q4 2025 | $1.4M |
| Q4 2025 | $36K |
| Q4 2025 | $119K |
| Q4 2025 | $702K |
| Q4 2025 | $35K |
| Q4 2025 | $154K |
| Q4 2025 | $150K |
| Q4 2025 | $973K |
| Q4 2025 | $59K |
| Q4 2025 | $34K |
| Q4 2025 | $2.2M |
| Q4 2025 | $576K |
| Q4 2025 | $18K |
| Q4 2025 | $240K |
| Q4 2025 | $4.2M |
| Q4 2025 | $2.2M |
| Q4 2025 | $34.9M |
| Q4 2025 | $70K |
| Q4 2025 | $27K |
| Q4 2025 | $15K |
| Q4 2025 | $2.3M |
| Q4 2025 | $13K |
| Q4 2025 | $6K |
| Q4 2025 | $4K |
| Q4 2025 | $22K |
| Q4 2025 | $93 |
| Q1 2026 | $4K |
| Q1 2026 | $367K |
| Q1 2026 | $107K |
| Q1 2026 | $131K |
| Q1 2026 | $191K |
| Q1 2026 | $1.9M |
| Q1 2026 | $239K |
| Q1 2026 | $440K |
| Q1 2026 | $363K |
| Q1 2026 | $1.4M |
| Q1 2026 | $36K |
| Q1 2026 | $766K |
| Q1 2026 | $179K |
| Q1 2026 | $108K |
| Q1 2026 | $982K |
| Q1 2026 | $32K |
| Q1 2026 | $2.1M |
| Q1 2026 | $472K |
| Q1 2026 | $18K |
| Q1 2026 | $21K |
| Q1 2026 | $5.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $35.7M |
| Q1 2026 | $64K |
| Q1 2026 | $26K |
| Q1 2026 | $11K |
| Q1 2026 | $5.9M |
| Q1 2026 | $13K |
| Q1 2026 | $7K |
| Q1 2026 | $3K |
| Q1 2026 | $21K |
| Q1 2026 | $72 |
| Q2 2026 | $4K |
| Q2 2026 | $382K |
| Q2 2026 | $111K |
| Q2 2026 | $194K |
| Q2 2026 | $258K |
| Q2 2026 | $1.6M |
| Q2 2026 | $294K |
| Q2 2026 | $461K |
| Q2 2026 | $192K |
| Q2 2026 | $390K |
| Q2 2026 | $1.6M |
| Q2 2026 | $65K |
| Q2 2026 | $26K |
| Q2 2026 | $814K |
| Q2 2026 | $285K |
| Q2 2026 | $92K |
| Q2 2026 | $1.2M |
| Q2 2026 | $233K |
| Q2 2026 | $2.2M |
| Q2 2026 | $498K |
| Q2 2026 | $18K |
| Q2 2026 | $21K |
| Q2 2026 | $6.3M |
| Q2 2026 | $3.5M |
| Q2 2026 | $17K |
| Q2 2026 | $38.9M |
| Q2 2026 | $131K |
| Q2 2026 | $27K |
| Q2 2026 | $5K |
| Q2 2026 | $88K |
| Q2 2026 | $3.4M |
| Q2 2026 | $12K |
| Q2 2026 | $18K |
| Q2 2026 | $7K |
| Q2 2026 | $24K |
| Q3 2026 | $16K |
| Q3 2026 | $383K |
| Q3 2026 | $109K |
| Q3 2026 | $296K |
| Q3 2026 | $257K |
| Q3 2026 | $1.3M |
| Q3 2026 | $292K |
| Q3 2026 | $447K |
| Q3 2026 | $213K |
| Q3 2026 | $371K |
| Q3 2026 | $1.6M |
| Q3 2026 | $40K |
| Q3 2026 | $19K |
| Q3 2026 | $859K |
| Q3 2026 | $292K |
| Q3 2026 | $55K |
| Q3 2026 | $1.1M |
| Q3 2026 | $297K |
| Q3 2026 | $186K |
| Q3 2026 | $493K |
| Q3 2026 | $19K |
| Q3 2026 | $20K |
| Q3 2026 | $4.8M |
| Q3 2026 | $3.7M |
| Q3 2026 | $39.8M |
| Q3 2026 | $69K |
| Q3 2026 | $26K |
| Q3 2026 | $32K |
| Q3 2026 | $14K |
| Q3 2026 | $3.8M |
| Q3 2026 | $15K |
| Q3 2026 | $13K |
| Q3 2026 | $8K |
| Q3 2026 | $24K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24K | 405 | — | — |
| Q3 2026 | $8K | 300 | — | — |
| Q3 2026 | $13K | 201 | — | — |
| Q3 2026 | $15K | 335 | — | — |
| Q3 2026 | $3.8M | 76.1K | — | — |
| Q3 2026 | $14K | 201 | — | — |
| Q3 2026 | $32K | 999 | — | — |
| Q3 2026 | $26K | 944 | — | — |
| Q3 2026 | $69K | 1.2K | — | — |
| Q3 2026 | $39.8M | 409.0K | — | — |
| Q3 2026 | $3.7M | 70.4K | — | — |
| Q3 2026 | $4.8M | 102.9K | — | — |
| Q3 2026 | $20K | 491 | — | — |
| Q3 2026 | $19K | 411 | — | — |
| Q3 2026 | $493K | 10.8K | — | — |
| Q3 2026 | $186K | 4.4K | — | — |
| Q3 2026 | $297K | 1.6K | — | — |
| Q3 2026 | $1.1M | 20.5K | — | — |
| Q3 2026 | $55K | 737 | — | — |
| Q3 2026 | $292K | 3.4K | — | — |
| Q3 2026 | $859K | 22.7K | — | — |
| Q3 2026 | $19K | 243 | — | — |
| Q3 2026 | $40K | 615 | — | — |
| Q3 2026 | $1.6M | 16.0K | — | — |
| Q3 2026 | $371K | 6.9K | — | — |
| Q3 2026 | $213K | 7.9K | — | — |
| Q3 2026 | $447K | 11.0K | — | — |
| Q3 2026 | $292K | 7.2K | — | — |
| Q3 2026 | $1.3M | 23.2K | — | — |
| Q3 2026 | $257K | 2.6K | — | — |
| Q3 2026 | $296K | 4.7K | — | — |
| Q3 2026 | $109K | 977 | — | — |
| Q3 2026 | $383K | 4.1K | — | — |
| Q3 2026 | $16K | 640 | — | — |
| Q2 2026 | $24K | 405 | — | — |
| Q2 2026 | $7K | 300 | — | — |
| Q2 2026 | $18K | 287 | — | — |
| Q2 2026 | $12K | 250 | — | — |
| Q2 2026 | $3.4M | 68.1K | — | — |
| Q2 2026 | $88K | 1.3K | — | — |
| Q2 2026 | $5K | 127 | — | — |
| Q2 2026 | $27K | 939 | — | — |
| Q2 2026 | $131K | 2.3K | — | — |
| Q2 2026 | $38.9M | 407.0K | — | — |
| Q2 2026 | $17K | 285 | — | — |
| Q2 2026 | $3.5M | 66.9K | — | — |
| Q2 2026 | $6.3M | 127.2K | — | — |
| Q2 2026 | $21K | 491 | — | — |
| Q2 2026 | $18K | 411 | — | — |
| Q2 2026 | $498K | 10.8K | — | — |
| Q2 2026 | $2.2M | 51.9K | — | — |
| Q2 2026 | $233K | 1.3K | — | — |
| Q2 2026 | $1.2M | 21.3K | — | — |
| Q2 2026 | $92K | 1.2K | — | — |
| Q2 2026 | $285K | 3.4K | — | — |
| Q2 2026 | $814K | 20.0K | — | — |
| Q2 2026 | $26K | 343 | — | — |
| Q2 2026 | $65K | 957 | — | — |
| Q2 2026 | $1.6M | 16.0K | — | — |
| Q2 2026 | $390K | 6.9K | — | — |
| Q2 2026 | $192K | 7.2K | — | — |
| Q2 2026 | $461K | 10.8K | — | — |
| Q2 2026 | $294K | 7.2K | — | — |
| Q2 2026 | $1.6M | 30.4K | — | — |
| Q2 2026 | $258K | 2.7K | — | — |
| Q2 2026 | $194K | 3.0K | — | — |
| Q2 2026 | $111K | 977 | — | — |
| Q2 2026 | $382K | 4.1K | — | — |
| Q2 2026 | $4K | 252 | — | — |
| Q1 2026 | $72 | 1 | — | — |
| Q1 2026 | $21K | 405 | — | — |
| Q1 2026 | $3K | 125 | — | — |
| Q1 2026 | $7K | 300 | — | — |
| Q1 2026 | $13K | 211 | — | — |
| Q1 2026 | $5.9M | 116.4K | — | — |
| Q1 2026 | $11K | 201 | — | — |
| Q1 2026 | $26K | 931 | — | — |
| Q1 2026 | $64K | 1.2K | — | — |
| Q1 2026 | $35.7M | 406.7K | — | — |
| Q1 2026 | $2.9M | 59.2K | — | — |
| Q1 2026 | $5.2M | 129.3K | — | — |
| Q1 2026 | $21K | 491 | — | — |
| Q1 2026 | $18K | 411 | — | — |
| Q1 2026 | $472K | 10.7K | — | — |
| Q1 2026 | $2.1M | 52.0K | — | — |
| Q1 2026 | $32K | 201 | — | — |
| Q1 2026 | $982K | 18.2K | — | — |
| Q1 2026 | $108K | 1.6K | — | — |
| Q1 2026 | $179K | 2.2K | — | — |
| Q1 2026 | $766K | 21.3K | — | — |
| Q1 2026 | $36K | 615 | — | — |
| Q1 2026 | $1.4M | 15.1K | — | — |
| Q1 2026 | $363K | 6.9K | — | — |
| Q1 2026 | $440K | 10.8K | — | — |
| Q1 2026 | $239K | 7.2K | — | — |
| Q1 2026 | $1.9M | 39.2K | — | — |
| Q1 2026 | $191K | 2.1K | — | — |
| Q1 2026 | $131K | 2.2K | — | — |
| Q1 2026 | $107K | 977 | — | — |
| Q1 2026 | $367K | 4.3K | — | — |
| Q1 2026 | $4K | 271 | — | — |
| Q4 2025 | $93 | 1 | — | — |
| Q4 2025 | $22K | 404 | — | — |
| Q4 2025 | $4K | 125 | — | — |
| Q4 2025 | $6K | 300 | — | — |
| Q4 2025 | $13K | 211 | — | — |
| Q4 2025 | $2.3M | 45.7K | — | — |
| Q4 2025 | $15K | 259 | — | — |
| Q4 2025 | $27K | 935 | — | — |
| Q4 2025 | $70K | 1.3K | — | — |
| Q4 2025 | $34.9M | 390.5K | — | — |
| Q4 2025 | $2.2M | 44.4K | — | — |
| Q4 2025 | $4.2M | 108.5K | — | — |
| Q4 2025 | $240K | 5.4K | — | — |
| Q4 2025 | $18K | 411 | — | — |
| Q4 2025 | $576K | 13.2K | — | — |
| Q4 2025 | $2.2M | 52.9K | — | — |
| Q4 2025 | $34K | 237 | — | — |
| Q4 2025 | $59K | 1.4K | — | — |
| Q4 2025 | $973K | 18.9K | — | — |
| Q4 2025 | $150K | 2.3K | — | — |
| Q4 2025 | $154K | 1.9K | — | — |
| Q4 2025 | $35K | 510 | — | — |
| Q4 2025 | $702K | 21.0K | — | — |
| Q4 2025 | $119K | 1.7K | — | — |
| Q4 2025 | $36K | 624 | — | — |
| Q4 2025 | $1.4M | 15.3K | — | — |
| Q4 2025 | $470K | 9.1K | — | — |
| Q4 2025 | $501K | 10.8K | — | — |
| Q4 2025 | $226K | 7.2K | — | — |
| Q4 2025 | $1.5M | 32.2K | — | — |
| Q4 2025 | $123K | 1.4K | — | — |
| Q4 2025 | $125K | 2.2K | — | — |
| Q4 2025 | $99K | 977 | — | — |
| Q4 2025 | $363K | 4.3K | — | — |
| Q4 2025 | $3K | 271 | — | — |
| Q3 2025 | $121 | 1 | — | — |
| Q3 2025 | $121 | 1 | — | — |
| Q3 2025 | $22K | 404 | — | — |
| Q3 2025 | $22K | 405 | — | — |
| Q3 2025 | $4K | 125 | — | — |
| Q3 2025 | $4K | 125 | — | — |
| Q3 2025 | $6K | 300 | — | — |
| Q3 2025 | $6K | 300 | — | — |
| Q3 2025 | $12K | 211 | — | — |
| Q3 2025 | $12K | 211 | — | — |
| Q3 2025 | $1.1M | 22.2K | — | — |
| Q3 2025 | $1.1M | 22.2K | — | — |
| Q3 2025 | $19K | 337 | — | — |
| Q3 2025 | $19K | 337 | — | — |
| Q3 2025 | $27K | 922 | — | — |
| Q3 2025 | $27K | 922 | — | — |
| Q3 2025 | $87K | 1.7K | — | — |
| Q3 2025 | $87K | 1.7K | — | — |
| Q3 2025 | $35.4M | 398.4K | — | — |
| Q3 2025 | $35.4M | 398.5K | — | — |
| Q3 2025 | $1.9M | 41.0K | — | — |
| Q3 2025 | $1.9M | 41.0K | — | — |
| Q3 2025 | $4.5M | 118.6K | — | — |
| Q3 2025 | $4.5M | 118.2K | — | — |
| Q3 2025 | $259K | 5.9K | — | — |
| Q3 2025 | $259K | 5.9K | — | — |
| Q3 2025 | $17K | 411 | — | — |
| Q3 2025 | $17K | 411 | — | — |
| Q3 2025 | $557K | 13.3K | — | — |
| Q3 2025 | $557K | 13.3K | — | — |
| Q3 2025 | $2.1M | 52.8K | — | — |
| Q3 2025 | $2.1M | 52.8K | — | — |
| Q3 2025 | $71K | 553 | — | — |
| Q3 2025 | $71K | 553 | — | — |
| Q3 2025 | $61K | 1.5K | — | — |
| Q3 2025 | $61K | 1.5K | — | — |
| Q3 2025 | $881K | 17.9K | — | — |
| Q3 2025 | $881K | 17.9K | — | — |
| Q3 2025 | $141K | 2.3K | — | — |
| Q3 2025 | $141K | 2.3K | — | — |
| Q3 2025 | $141K | 1.8K | — | — |
| Q3 2025 | $141K | 1.8K | — | — |
| Q3 2025 | $34K | 510 | — | — |
| Q3 2025 | $34K | 511 | — | — |
| Q3 2025 | $756K | 22.5K | — | — |
| Q3 2025 | $756K | 22.5K | — | — |
| Q3 2025 | $115K | 1.7K | — | — |
| Q3 2025 | $115K | 1.7K | — | — |
| Q3 2025 | $35K | 624 | — | — |
| Q3 2025 | $35K | 624 | — | — |
| Q3 2025 | $1.4M | 14.8K | — | — |
| Q3 2025 | $1.4M | 14.9K | — | — |
| Q3 2025 | $485K | 9.3K | — | — |
| Q3 2025 | $485K | 9.3K | — | — |
| Q3 2025 | $461K | 10.4K | — | — |
| Q3 2025 | $461K | 10.4K | — | — |
| Q3 2025 | $204K | 7.1K | — | — |
| Q3 2025 | $204K | 7.1K | — | — |
| Q3 2025 | $1.3M | 27.3K | — | — |
| Q3 2025 | $1.3M | 27.3K | — | — |
| Q3 2025 | $135K | 1.6K | — | — |
| Q3 2025 | $135K | 1.6K | — | — |
| Q3 2025 | $106K | 1.9K | — | — |
| Q3 2025 | $106K | 1.9K | — | — |
| Q3 2025 | $103K | 1.0K | — | — |
| Q3 2025 | $103K | 1.0K | — | — |
| Q3 2025 | $360K | 4.3K | — | — |
| Q3 2025 | $360K | 4.3K | — | — |
| Q3 2025 | $2K | 178 | — | — |
| Q3 2025 | $2K | 178 | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M
$788.5M