WDI

Western Asset Diversified Income Fund
WDI

Overview Fund Activity

55 hedge funds and large institutions have $174M invested in Western Asset Diversified Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$17.2M
2
AAM
2
Advisors Asset Management
Colorado
$6.44M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.77M
4
Wells Fargo
4
Wells Fargo
California
$13.6M
5
BI
5
Bramshill Investments
Florida
$761K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$366K
2
Morgan Stanley
2
Morgan Stanley
New York
$82.4M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$5.76M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$573K 36,556 – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$573K 36,522 +3,968 +12%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$490K 31,232 +8,851 +40%
SFS
29
Shaker Financial Services
Virginia
$433K 27,338 -12,005 -31%
WS
30
Wedbush Securities
California
$404K 25,769 +41 +0.2%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$389K 24,824 +24,824 New
SIA
32
Sit Investment Associates
Minnesota
$366K 23,329 -207,322 -90%
CWM
33
Centurion Wealth Management
Virginia
$312K 19,892 +19,892 New
PI
34
PFG Investments
New York
$308K 19,650 +3,650 +23%
VF
35
Virtu Financial
New York
$289K 18,411 +18,411 New
Mariner
36
Mariner
Kansas
$265K 16,888 -108 -0.6%
JSW
37
Journey Strategic Wealth
New Jersey
$239K 15,221 -3,000 -16%
SWM
38
SeaCrest Wealth Management
New York
$230K 14,646 +1,283 +10%
Truist Financial
39
Truist Financial
North Carolina
$210K 13,365 -1,086 -8%
PAG
40
Private Advisor Group
New Jersey
$209K 13,325 -10,709 -45%
MC
41
Moors & Cabot
Massachusetts
$204K 13,000 – –
Comerica Bank
42
Comerica Bank
Texas
$193K 12,300 -8,094 -40%
DADC
43
D.A. Davidson & Co
Montana
$188K 12,000 -200 -2%
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$179K 11,400 – –
Lido Advisors
45
Lido Advisors
California
$157K 10,000 – –
AFO
46
Allie Family Office
Florida
$157K 10,000 – –
S
47
SignatureFD
Georgia
$134K 8,572 +250 +3%
FFA
48
Farther Finance Advisors
California
$62.7K 4,000 +4,000 New
CWC
49
Carolinas Wealth Consulting
North Carolina
$37.1K 2,369 – –
CAS
50
Coppell Advisory Solutions
Texas
$29.7K 1,990 – –
1
2
3