Oregon Pacific Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$482K	Sell	21,547 -765	-3%	-$17.1K	0.46%	57
2025 Q1	$488K	Buy	22,312 +924	+4%	+$20.2K	0.49%	56
2024 Q4	$476K	Buy	+21,388	New	+$476K	0.47%	58