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Smallwood Wealth Investment Management, LLC → BTCW
Smallwood Wealth Investment Management, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
7
Latest value
$4.4M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.9M |
| Q4 2025 | $50 |
| Q1 2026 | $4M |
| Q1 2026 | $50 |
| Q2 2026 | $4.3M |
| Q2 2026 | $50 |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 59.9K | — | — |
| Q2 2026 | $50 | 1 | — | — |
| Q2 2026 | $4.3M | 59.0K | — | — |
| Q1 2026 | $50 | 1 | — | — |
| Q1 2026 | $4M | 57.6K | — | — |
| Q4 2025 | $50 | 1 | — | — |
| Q4 2025 | $3.9M | 57.4K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M