| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 7.1% | -14% | $12,882,633 | -$1,686,502 | 106,231 | -12% | Bank of New York Mellon Corp | 30 Sep 2025 |
As of 30 Sep 2025, 23 institutional investors reported holding 237,259 shares of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW). This represents 16% of the company’s total 1,496,211 outstanding shares.
The largest institutional shareholders of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW) together control 16% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 7.1% | 106,231 | -12% | 0% | $12,882,688 |
| MEITAV INVESTMENT HOUSE LTD | 1.7% | 24,851 | +29% | 0.04% | $3,013,681 |
| IMC-Chicago, LLC | 1.5% | 23,159 | 0.05% | $2,808,492 | |
| Whitaker-Myers Wealth Managers, LTD. | 1.2% | 18,090 | +15% | 0.48% | $2,193,774 |
| LPL Financial LLC | 1.2% | 17,786 | +38% | 0% | $2,156,908 |
| Financial Life Planners | 0.94% | 14,005 | +38% | 1.1% | $1,698,327 |
| Private Advisor Group, LLC | 0.63% | 9,397 | +17% | 0.01% | $1,139,577 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.46% | 6,899 | -41% | 0% | $836,642 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.32% | 4,735 | +25% | 0.01% | $574,213 |
| CITADEL ADVISORS LLC | 0.14% | 2,023 | -64% | 0% | $245,329 |
| NewEdge Advisors, LLC | 0.13% | 1,950 | 0% | 0% | $236,477 |
| Nautilus Advisors LLC | 0.12% | 1,866 | 0.15% | $226,290 | |
| MML INVESTORS SERVICES, LLC | 0.11% | 1,686 | 0% | $204,461 | |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | 1,330 | +546% | 0% | $161,000 |
| Global Retirement Partners, LLC | 0.06% | 900 | 0% | 0% | $109,143 |
| Frazier Financial Advisors, LLC | 0.06% | 859 | -11% | 0.06% | $104,171 |
| CWM, LLC | 0.04% | 531 | 0% | 0% | $64,000 |
| Farther Finance Advisors, LLC | 0.03% | 500 | -1.8% | 0% | $60,635 |
| Steward Partners Investment Advisory, LLC | 0.02% | 225 | 0% | 0% | $27,286 |
| Indiana Trust & Investment Management Co | 0.01% | 207 | 0% | 0.01% | $25,103 |
| Geneos Wealth Management Inc. | 0% | 22 | 0% | $2,668 | |
| Team Financial Group, LLC | 0% | 6 | 0% | 0% | $728 |
| IFP Advisors, Inc | 0% | 1 | 0% | 0% | $121 |
| Virtu Financial LLC | 0% | 0 | -100% | $0 | |
| JANE STREET GROUP, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 237,259 | $28,771,714 | -$1,367,591 | $121.27 | 23 |
| 2025 Q2 | 250,736 | $28,639,813 | -$27,534,246 | $114.22 | 25 |
| 2025 Q1 | 553,046 | $48,262,683 | +$32,434,028 | $87.26 | 24 |
| 2024 Q4 | 181,412 | $17,896,724 | -$13,245,488 | $98.65 | 18 |
| 2024 Q3 | 315,326 | $21,208,738 | -$28,734,964 | $67.26 | 11 |
| 2024 Q2 | 747,686 | $47,599,315 | +$18,591,917 | $63.66 | 16 |
| 2024 Q1 | 528,316 | $39,839,012 | +$39,839,012 | $75.41 | 7 |