Oregon Pacific Wealth Management, LLC
Position in HYZD — WisdomTree Interest Rate Hedged High Yield Bond Fund
CIK 2043757
Medford, OR
All Filings in HYZD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 HYZD | $454,317 | 20,165 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 HYZD | $483,837 | 21,523 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 HYZD | $482,437 | 21,547 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 HYZD | $488,409 | 22,312 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 HYZD | $475,669 | 21,388 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||