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M Wealth Management, LLC → BTCW

M Wealth Management, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
10
Latest value
$717K
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.4M
Q3 2025$853K
Q4 2025$4.1M
Q4 2025$885K
Q1 2026$4.1M
Q1 2026$682K
Q2 2026$3.8M
Q2 2026$720K
Q3 2026$3.5M
Q3 2026$717K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$717K11.3K——
Q3 2026$3.5M68.7K——
Q2 2026$720K11.8K——
Q2 2026$3.8M76.4K——
Q1 2026$682K10.8K——
Q1 2026$4.1M81.3K——
Q4 2025$885K14.4K——
Q4 2025$4.1M80.9K——
Q3 2025$853K14.9K——
Q3 2025$4.4M87.5K——

Other funds holding BTCW

Other M Wealth Management, LLC positions

OKE

PGIM ETF TR

$16.4M
OKE

PGIM ETF TR

$15.8M
OKE

PGIM ETF TR

$14.6M
OKE

PGIM ETF TR

$14.1M
OKE

PGIM ETF TR

$14M
STT-PG

SSGA ACTIVE ETF TR

$11.2M
STT-PG

SSGA ACTIVE ETF TR

$11.1M
STT-PG

SSGA ACTIVE ETF TR

$11.1M