Morgan Stanley’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Morgan Stanley’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
2024 Q4	–	Sell	-100	Closed	-$6.73K	–	7987
2024 Q3	$6.73K	Buy	+100	New	+$6.47K	﹤0.01%	6827

Other funds holding BTCW

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FLP

Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Morgan Stanley's BTCW Position: Q4 2024 in Review

Morgan Stanley sold out of WisdomTree Bitcoin Fund (BTCW) in Q4 2024, closing a stake of 100 shares — an estimated $6.73K sold.

Morgan Stanley first reported a position in BTCW in Q3 2024 and held it in 1 quarter. The position peaked at $6.73K in Q3 2024. 18 funds tracked by Wall St. Rank hold BTCW as of Q4 2024.

Morgan Stanley reported no remaining WisdomTree Bitcoin Fund position as of Q4 2024 after selling out during the quarter.
Morgan Stanley sold 100 WisdomTree Bitcoin Fund shares in Q4 2024, an estimated $6.73K.
Morgan Stanley first reported a position in WisdomTree Bitcoin Fund in Q3 2024 and held it in 1 quarter.
Morgan Stanley's WisdomTree Bitcoin Fund position peaked at $6.73K in Q3 2024.
18 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.