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Lee, Kelleher & Klein Wealth Management → BTCW
Lee, Kelleher & Klein Wealth Management BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
15
Latest value
$6.3M
Q3 2026
Peak value
$38M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.4M |
| Q3 2025 | $10.7M |
| Q3 2025 | $5M |
| Q4 2025 | $32.8M |
| Q4 2025 | $11M |
| Q4 2025 | $5.1M |
| Q1 2026 | $34.3M |
| Q1 2026 | $11.6M |
| Q1 2026 | $5.8M |
| Q2 2026 | $36.7M |
| Q2 2026 | $12.6M |
| Q2 2026 | $6.6M |
| Q3 2026 | $38M |
| Q3 2026 | $12.4M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 167.1K | — | — |
| Q3 2026 | $12.4M | 229.5K | — | — |
| Q3 2026 | $38M | 391.2K | — | — |
| Q2 2026 | $6.6M | 162.1K | — | — |
| Q2 2026 | $12.6M | 223.0K | — | — |
| Q2 2026 | $36.7M | 381.3K | — | — |
| Q1 2026 | $5.8M | 162.7K | — | — |
| Q1 2026 | $11.6M | 221.3K | — | — |
| Q1 2026 | $34.3M | 384.2K | — | — |
| Q4 2025 | $5.1M | 153.8K | — | — |
| Q4 2025 | $11M | 213.8K | — | — |
| Q4 2025 | $32.8M | 371.9K | — | — |
| Q3 2025 | $5M | 149.8K | — | — |
| Q3 2025 | $10.7M | 203.9K | — | — |
| Q3 2025 | $30.4M | 349.3K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M