WDI — WESTERN ASSET DIVERSIFIED IN

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WESTERN ASSET DIVERSIFIED IN (WDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,600 -2,500 -27.5% 0.00% $97K $13.96
2023 Q4 UNCHANGED 9,100 — 0% 0.00% $128K $10.84
2023 Q1 UNCHANGED 9,100 — 0% 0.00% $121K $9.33
2022 Q4 INITIATED 9,100 — — 0.00% $116K —
% of Fund (quarterly)    WDI price (monthly, adj. close)

Other funds also holding WDI

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.59% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.34% Penserra Capital Management LLC 3Y 7Y 0.24% Hennion & Walsh Asset Management, Inc. 3Y 0.21% Advisors Asset Management, Inc. 3Y 7Y 0.07% Centurion Wealth Management LLC 3Y 0.07% Allie Family Office LLC 3Y 0.06% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.05% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.05% Bramshill Investments, LLC 3Y 7Y 0.04%
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