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Wisdomtree Tr bofa merlyn ze shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in Wisdomtree Tr bofa merlyn ze

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr bofa merlyn ze held by Oregon Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $484k 22k 22.48
2025-06-30 $482k 22k 22.39
2025-03-31 $488k 22k 21.89
2024-12-31 $476k 21k 22.24

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View all positions for Oregon Pacific Wealth Management

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