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NewEdge Advisors’s WisdomTree Bitcoin Fund BTCW Stock Holding History

NewEdge Advisors’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
2025
Q4 		– Sell
-1,950
Closed -$236K – 4240
2025
Q3 		$236K Hold
1,950
– – ﹤0.01% 2318
2025
Q2 		$223K Buy
+1,950
New +$204K ﹤0.01% 2173

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FLP
Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $156M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors's BTCW Position: Q4 2025 in Review

NewEdge Advisors sold out of WisdomTree Bitcoin Fund (BTCW) in Q4 2025, closing a stake of 1,950 shares — an estimated $236K sold.

NewEdge Advisors first reported a position in BTCW in Q2 2025 and held it in 2 quarters. The position peaked at $236K in Q3 2025. 26 funds tracked by Wall St. Rank hold BTCW as of Q4 2025.

  • NewEdge Advisors reported no remaining WisdomTree Bitcoin Fund position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 1,950 WisdomTree Bitcoin Fund shares in Q4 2025, an estimated $236K.
  • NewEdge Advisors first reported a position in WisdomTree Bitcoin Fund in Q2 2025 and held it in 2 quarters.
  • NewEdge Advisors's WisdomTree Bitcoin Fund position peaked at $236K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.