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EverSource Wealth Advisors’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

EverSource Wealth Advisors’s Portfolio WGMI Stock Details WGMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,500
Closed -$35.1K – 3150
2024
Q1 		$35.1K Buy
+2,500
New +$40.1K ﹤0.01% 1124

Other funds holding WGMI

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Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

EverSource Wealth Advisors's WGMI Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q2 2024, closing a stake of 2,500 shares — an estimated $35.1K sold.

EverSource Wealth Advisors first reported a position in WGMI in Q1 2024 and held it in 1 quarter. The position peaked at $35.1K in Q1 2024. 25 funds tracked by Wall St. Rank hold WGMI as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining CoinShares Bitcoin Mining and Digital Power ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,500 CoinShares Bitcoin Mining and Digital Power ETF shares in Q2 2024, an estimated $35.1K.
  • EverSource Wealth Advisors first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q1 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $35.1K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.