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WisdomTree Private Credit and Alternative Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
CFO4Life Group
Texas
$306K +$292K +16,187 New
WS
2
Wedbush Securities
California
$227K +$23.3K +1,295 +12%
SA
3
SFI Advisors
New Jersey
$206K +$197K +10,925 New
ASN
4
Advisory Services Network
Georgia
$80.5K +$76.8K +4,263 New
Osaic Holdings
5
Osaic Holdings
Arizona
$68K +$6.36K +353 +11%
SPIA
6
Steward Partners Investment Advisory
New York
$11.3K +$10.8K +600 New
CFD
7
Creative Financial Designs
Indiana
$1.89K +$1.8K +100 New
Morgan Stanley
8
Morgan Stanley
New York
$23 +$18 +1 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19 +$18 +1 New