Steward Partners Investment Advisory’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.7K Sell
225
-140
-38% -$16K ﹤0.01% 2797
2025
Q1
$31.9K Buy
+365
New +$31.9K ﹤0.01% 2603