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O'Connor Financial Group LLC → BTCW

O'Connor Financial Group LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
5
Latest value
$7.9M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.8M
Q4 2025$7.4M
Q1 2026$7.3M
Q2 2026$7.9M
Q3 2026$7.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.9M124.3K——
Q2 2026$7.9M122.0K——
Q1 2026$7.3M121.3K——
Q4 2025$7.4M121.5K——
Q3 2025$6.8M119.4K——

Other funds holding BTCW

Other O'Connor Financial Group LLC positions

VGES

VANGUARD S&P 500 ETF

$31.8M
VGES

VANGUARD S&P 500 ETF

$30.8M
PDI

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$30.6M
PDI

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$29.9M
VGES

VANGUARD S&P 500 ETF

$27.8M
VGES

VANGUARD S&P 500 ETF

$26.8M
VGES

VANGUARD S&P 500 ETF

$26.5M
PDI

PIMCO ENHANCED LOW DURATION ACTIVE ETF

$22.2M