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

Oregon Pacific Wealth Management’s Portfolio HYZD Stock Details HYZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,165	Closed	-$454K	–	115
2025 Q4	$454K	Sell	20,165 -1,358	-6%	-$30.5K	0.47%	51
2025 Q3	$484K	Sell	21,523 -24	-0.1%	-$539	0.42%	60
2025 Q2	$482K	Sell	21,547 -765	-3%	-$16.8K	0.46%	57
2025 Q1	$488K	Buy	22,312 +924	+4%	+$20.7K	0.49%	56
2024 Q4	$476K	Buy	+21,388	New	+$478K	0.47%	58

Other funds holding HYZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Oregon Pacific Wealth Management's HYZD Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2026, closing a stake of 20,165 shares — an estimated $454K sold.

Oregon Pacific Wealth Management first reported a position in HYZD in Q4 2024 and held it in 5 quarters. The position peaked at $488K in Q1 2025. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

Oregon Pacific Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position as of Q1 2026 after selling out during the quarter.
Oregon Pacific Wealth Management sold 20,165 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $454K.
Oregon Pacific Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2024 and held it in 5 quarters.
Oregon Pacific Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $488K in Q1 2025.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.