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Private Advisor Group’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Private Advisor Group’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
Q2 		– Sell
-7,141
Closed -$512K – 2562
2026
Q1 		$512K Buy
7,141
+356
+5% +$28.8K ﹤0.01% 1843
2025
Q4 		$629K Sell
6,785
-2,612
-28% -$277K ﹤0.01% 1699
2025
Q3 		$1.14M Buy
9,397
+1,335
+17% +$162K 0.01% 1294
2025
Q2 		$921K Buy
8,062
+1,469
+22% +$153K 0.01% 1355
2025
Q1 		$575K Buy
6,593
+1,637
+33% +$162K ﹤0.01% 1530
2024
Q4 		$489K Buy
+4,956
New +$436K ﹤0.01% 1589

Other funds holding BTCW

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
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Private Advisor Group's BTCW Position: Q2 2026 in Review

Private Advisor Group sold out of WisdomTree Bitcoin Fund (BTCW) in Q2 2026, closing a stake of 7,141 shares — an estimated $512K sold.

Private Advisor Group first reported a position in BTCW in Q4 2024 and held it in 6 quarters. The position peaked at $1.14M in Q3 2025. 8 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Private Advisor Group reported no remaining WisdomTree Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 7,141 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $512K.
  • Private Advisor Group first reported a position in WisdomTree Bitcoin Fund in Q4 2024 and held it in 6 quarters.
  • Private Advisor Group's WisdomTree Bitcoin Fund position peaked at $1.14M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.