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WealthPLAN Partners, LLC → BTCW

WealthPLAN Partners, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
16
Latest value
$978K
Q3 2026
Peak value
$7.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$668K
Q4 2025$4K
Q4 2025$669K
Q4 2025$465K
Q1 2026$4K
Q1 2026$2.9M
Q1 2026$797K
Q1 2026$570K
Q2 2026$4K
Q2 2026$5.9M
Q2 2026$1.3M
Q2 2026$805K
Q3 2026$5K
Q3 2026$7.7M
Q3 2026$1.8M
Q3 2026$978K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$978K29.8K——
Q3 2026$1.8M42.6K——
Q3 2026$7.7M96.2K——
Q3 2026$5K59——
Q2 2026$805K24.5K——
Q2 2026$1.3M31.0K——
Q2 2026$5.9M75.4K——
Q2 2026$4K57——
Q1 2026$570K17.9K——
Q1 2026$797K18.3K——
Q1 2026$2.9M41.9K——
Q1 2026$4K61——
Q4 2025$465K14.1K——
Q4 2025$669K15.2K——
Q4 2025$4K60——
Q4 2025$668K9.4K——

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