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Wisdomtree Bitcoin shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Wisdomtree Bitcoin (BTCW) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Wisdomtree Bitcoin

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Bitcoin held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Bitcoin by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $574k 4.7k 121.27
2025-06-30 $433k 3.8k 114.22
2025-03-31 $331k 3.8k 87.27

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Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)
Amazon (AMZN)
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Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

Top funds holding Wisdomtree Bitcoin

Bank of New York Mellon
Whitaker-Myers Wealth Managers
Meitav Dash Investments
LPL Financial
Financial Life Planners
Private Advisor
Susquehanna International
Great Valley Advisor Group
Nautilus Advisors
Citadel Advisors
Goss Wealth Management
Mml Investors Services
Harel Insurance Investments & Financial Services
Global Retirement Partners
Frazier Financial Advisors

View all funds holding Wisdomtree Bitcoin