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WisdomTree Private Credit and Alternative Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560K +$294K +15,886 +104%
WS
2
Wedbush Securities
California
$533K +$14.8K +800 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$52.3K +$51.5K +2,783 +2,157%
PSFG
4
Park Square Financial Group
Georgia
$8.98K +$9.26K +500 New
AWM
5
AE Wealth Management
Kansas
$3.59K +$3.7K +200 New
AG
6
AmeriFlex Group
Nevada
$2.42K +$2.46K +133 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$108 -$93 -5 -45%
Morgan Stanley
8
Morgan Stanley
New York
$45 +$37 +2 New
SA
9
SFI Advisors
New Jersey
-$260K -13,652 Closed
UBS Group
10
UBS Group
Switzerland
-$20.3K -1,066 Closed