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WJ Wealth Management, LLC → BTCW
WJ Wealth Management, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
6
Latest value
$1.3M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $356K |
| Q1 2026 | $1.8M |
| Q2 2026 | $1.9M |
| Q3 2026 | $5.4M |
| Q3 2026 | $809K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 13.0K | — | — |
| Q3 2026 | $809K | 13.6K | — | — |
| Q3 2026 | $5.4M | 42.1K | — | — |
| Q2 2026 | $1.9M | 32.7K | — | — |
| Q1 2026 | $1.8M | 32.7K | — | — |
| Q3 2025 | $356K | 4.0K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M
Other WJ Wealth Management, LLC positions
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$22MJ P MORGAN EXCHANGE TRADED F
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$21.2MJ P MORGAN EXCHANGE TRADED F
COF-PN
$20.1MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$19.9MJ P MORGAN EXCHANGE TRADED F
ETHA
$19.1MBLACKROCK ETF TRUST II
JPM-PM
$18.7MJ P MORGAN EXCHANGE TRADED F