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SAGE PRIVATE WEALTH GROUP, LLC → BTCW
SAGE PRIVATE WEALTH GROUP, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
7
Latest value
$291K
Q3 2026
Peak value
$19.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19.5M |
| Q4 2025 | $19.5M |
| Q4 2025 | $235K |
| Q1 2026 | $240K |
| Q2 2026 | $241K |
| Q3 2026 | $3.6M |
| Q3 2026 | $291K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $291K | 5.8K | — | — |
| Q3 2026 | $3.6M | 20.2K | — | — |
| Q2 2026 | $241K | 4.8K | — | — |
| Q1 2026 | $240K | 4.8K | — | — |
| Q4 2025 | $235K | 4.7K | — | — |
| Q4 2025 | $19.5M | 217.6K | — | — |
| Q3 2025 | $19.5M | 218.8K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M
Other SAGE PRIVATE WEALTH GROUP, LLC positions
FPF
$27.5MFirst Trust - American Industrial Renaissance ETF
FPF
$23.1MFIRST TR EXCH TRD ALPHDX FD
FPF
$22.6MFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
FPF
$22.6MFIRST TR EXCHANGE TRADED FD
FPF
$21.9MFirst Trust - American Industrial Renaissance ETF
COF-PN
$20.2MCapital Group Dividend Value ETF
FPF
$19.5MFIRST TR EXCHANGE TRADED FD
COF-PN
$19.3MCAPITAL GROUP DIVIDEND VALUE