WGI DM, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, WGI DM, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059126), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MAR VISTA INVESTMENT PARTNERS LLC | United States | $1.000B | 35 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | United States | $1.000B | 94 |
| TETRAD CORP | United States | $1.000B | 3 |
| SYM FINANCIAL Corp | United States | $1.001B | 415 |
| Cornerstone Capital, Inc. | United States | $1.001B | 118 |
| Numerai GP LLC | United States | $0.997B | 746 |
| Heritage Trust Co | United States | $0.997B | 472 |
| Spear Holdings RSC Ltd | United Arab Emirates | $1.003B | 18 |
| BEACON FINANCIAL GROUP | United States | $1.003B | 348 |
| Gladstone Capital Management LLP | United Kingdom | $0.996B | 32 |