Purchases and Sales Made in Q4 2025 in Western Asset Diversified Income Fund (WDI)
This table provides information about the institutional ownership of Western Asset Diversified Income Fund (WDI) during Q4 2025. The information is specifically focused on institutions that hold shares of Western Asset Diversified Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
133KNew |
$1.89M - $1.99M
|
133K
$1.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
401+ 7.82% |
$5.69K - $6K
|
5.53K
$79.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
196+ 4.21% |
$2.78K - $2.93K
|
4.86K
$69.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
46+ 1.89% |
$653 - $689
|
2.48K
$35.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 0.02% |
$56.8 - $59.9
|
21.5K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-310- 1.87% |
$4.4K - $4.64K
|
16.3K
$234K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-571- 5.15% |
$8.11K - $8.55K
|
10.5K
$151K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.1K- 2.41% |
$157K - $166K
|
448K
$6.43M
|
|