Gradient Investments’s Western Asset Diversified Income Fund WDI Stock Holding History

Gradient Investments’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
2022 Q4	–	Sell	-823	Closed	-$10K	–	1671
2022 Q3	$10K	Buy	+823	New	+$11.5K	﹤0.01%	814

Other funds holding WDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Gradient Investments's WDI Position: Q4 2022 in Review

Gradient Investments sold out of Western Asset Diversified Income Fund (WDI) in Q4 2022, closing a stake of 823 shares — an estimated $10K sold.

Gradient Investments first reported a position in WDI in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 52 funds tracked by Wall St. Rank hold WDI as of Q4 2022.

Gradient Investments reported no remaining Western Asset Diversified Income Fund position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 823 Western Asset Diversified Income Fund shares in Q4 2022, an estimated $10K.
Gradient Investments first reported a position in Western Asset Diversified Income Fund in Q3 2022 and held it in 1 quarter.
Gradient Investments's Western Asset Diversified Income Fund position peaked at $10K in Q3 2022.
52 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.