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Optivise Advisory Services LLC → BTCW

Optivise Advisory Services LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
7
Latest value
$384K
Q3 2026
Peak value
$5.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$444K
Q1 2026$5.4M
Q1 2026$379K
Q2 2026$1.9M
Q2 2026$368K
Q3 2026$437K
Q3 2026$384K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$384K6.0K——
Q3 2026$437K8.7K——
Q2 2026$368K6.0K——
Q2 2026$1.9M37.7K——
Q1 2026$379K6.0K——
Q1 2026$5.4M106.9K——
Q4 2025$444K7.2K——

Other funds holding BTCW

Other Optivise Advisory Services LLC positions

ETHA

ISHARES U S ETF TR

$8.3M
ETHA

BLACKROCK ETF TRUST

$7.7M
MCK

NORTHERN LTS FD TR III

$7.1M
MCK

NORTHERN LTS FD TR III

$6.9M
MCK

NORTHERN LTS FD TR III

$6.8M
MCK

NORTHERN LTS FD TR III

$6.2M
ETHA

ISHARES U S ETF TR

$5.3M
ETHA

BLACKROCK ETF TRUST

$5.1M