Rothwell Investment Advisors, LLC’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BTCW Stock Details BTCW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.7K	Buy	+121	New	+$9.1K	0.01%	764

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Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BTCW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in WisdomTree Bitcoin Fund (BTCW) in Q3 2026: 121 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings.

14 funds tracked by Wall St. Rank hold BTCW as of Q3 2026.

Rothwell Investment Advisors, LLC held 121 shares of WisdomTree Bitcoin Fund worth $10.7K as of Q3 2026.
WisdomTree Bitcoin Fund was a new Rothwell Investment Advisors, LLC position in Q3 2026.
WisdomTree Bitcoin Fund made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #764 holding.
14 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.