# WISDOMTREE TR PRIVATE CREDIT

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: PRIVATE CREDIT
- CUSIP: 97717Y626
- 13F holders: 15
- 13F value: $11.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [WealthPlan Investment Management, LLC](https://search.stillhousedata.com/firm/311364) | OMAHA, NE | $5.9M | 411,948 |
| UHLMANN PRICE SECURITIES, LLC | SKOKIE, IL | $2.9M | 203,590 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $966K | 67,011 |
| [WealthPLAN Partners, LLC](https://search.stillhousedata.com/firm/305026) | OMAHA, NE | $448K | 31,344 |
| Prospera Financial Services Inc | Dallas, TX | $348K | 24,314 |
| [Delta Investment Management, LLC](https://search.stillhousedata.com/firm/149596) | SAN FRANCISCO, CA | $336K | 23,287 |
| [Haven Private, LLC](https://search.stillhousedata.com/firm/329012) | 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](https://search.stillhousedata.com/firm/327455) | COLUMBUS, OH | $14K | 1,000 |
| [Farther Finance Advisors, LLC](https://search.stillhousedata.com/firm/302050) | SAN FRANCISCO, CA | $6K | 435 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717Y626.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.