Institutional Ownership Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,185
shares
|
$141,062
0.0% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$138,500
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$138,500
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,916
shares
|
$123,486
0.0% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,702
shares
|
$78,972
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,906
shares
|
$54,098
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,540
shares
|
$49,029
0.01% of portfolio
|
Q4 2024
Added 77.89%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,931
shares
|
$40,594
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,369
shares
|
$32,810
0.01% of portfolio
|
Q4 2023
Added 11.06%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,851
shares
|
$25,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,800
shares
|
$24,930
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,787
shares
|
$24,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,604
shares
|
$22,215
0.0% of portfolio
|
Q3 2024
Added 431.13%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$13,850
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
489
shares
|
$6,772
0.0% of portfolio
|
Q4 2024
Reduced 67.16%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
250
shares
|
$3,462
0.0% of portfolio
|
Q2 2024
Reduced 33.69%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
132
shares
|
$1,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|