WISDOMTREE TR PRIVATE CREDIT is a security (CUSIP 97717Y626) tracked across SEC portfolio filings. 15 institutional managers reported $11.3M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| WealthPlan Investment Management, LLC | OMAHA, NE | $5.9M | 411,948 |
| UHLMANN PRICE SECURITIES, LLC | SKOKIE, IL | $2.9M | 203,590 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $966K | 67,011 |
| WealthPLAN Partners, LLC | OMAHA, NE | $448K | 31,344 |
| Prospera Financial Services Inc | Dallas, TX | $348K | 24,314 |
| Delta Investment Management, LLC | SAN FRANCISCO, CA | $336K | 23,287 |
| Haven Private, LLC | ORLANDO, FL | $231K | 16,150 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $154K | 10,655 |
| Advisory Services Network, LLC | Atlanta, GA | $33K | 2,290 |
| Signature Equity Partners, LLC | COLUMBUS, OH | $14K | 1,000 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $6K | 435 |
| AE Wealth Management LLC | TOPEKA, KS | $3K | 200 |
| MORGAN STANLEY | NEW YORK, NY | $1K | 103 |
| FMR LLC | BOSTON, MA | $14 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |