BRWA
WDI

B. Riley Wealth Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

B. Riley Wealth Advisors’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22,857
Closed -$440K – 1500
2021
Q3 		$440K Buy
+22,857
New +$456K 0.01% 840

Other funds holding WDI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's WDI Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Western Asset Diversified Income Fund (WDI) in Q4 2021, closing a stake of 22,857 shares — an estimated $440K sold.

B. Riley Wealth Advisors first reported a position in WDI in Q3 2021 and held it in 1 quarter. The position peaked at $440K in Q3 2021. 27 funds tracked by Wall St. Rank hold WDI as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Western Asset Diversified Income Fund position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22,857 Western Asset Diversified Income Fund shares in Q4 2021, an estimated $440K.
  • B. Riley Wealth Advisors first reported a position in Western Asset Diversified Income Fund in Q3 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Western Asset Diversified Income Fund position peaked at $440K in Q3 2021.
  • 27 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.