LPL Financial
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LPL Financial’s WisdomTree Bitcoin Fund BTCW Stock Holding History

LPL Financial’s Portfolio BTCW Stock Details BTCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Buy
12,885
+1,899
+17% +$217K ﹤0.01% 3376
2025
Q1 		$959K Buy
10,986
+6,017
+121% +$525K ﹤0.01% 3560
2024
Q4 		$490K Buy
+4,969
New +$490K ﹤0.01% 4044