BAM
Belpointe Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,475
| Closed | -$713K | – | 963 |
|
|
2025
Q1 | $713K | Buy |
6,475
+3,935
| +155% | +$434K | 0.04% | 440 |
|
|
2024
Q4 | $273K | Sell |
2,540
-492
| -16% | -$52.9K | 0.02% | 691 |
|
|
2024
Q3 | $321K | Sell |
3,032
-6,546
| -68% | -$694K | 0.02% | 642 |
|
|
2024
Q2 | $1.08M | Sell |
9,578
-1,730
| -15% | -$195K | 0.08% | 251 |
|
|
2024
Q1 | $1.23M | Buy |
+11,308
| New | +$1.23M | 0.09% | 215 |
|
|
2023
Q2 | – | Sell |
-684
| Closed | -$48.4K | – | 1313 |
|
|
2023
Q1 | $48.4K | Sell |
684
-374
| -35% | -$26.4K | ﹤0.01% | 1718 |
|
|
2022
Q4 | $68K | Buy |
+1,058
| New | +$68K | ﹤0.01% | 1451 |
|
|
2018
Q4 | – | Sell |
-2,605
| Closed | -$151K | – | 531 |
|
|
2018
Q3 | $151K | Buy |
+2,605
| New | +$151K | 0.02% | 529 |
|
|
2018
Q2 | – | Sell |
-29,474
| Closed | -$1.65M | – | 354 |
|
|
2018
Q1 | $1.65M | Sell |
29,474
-7,279
| -20% | -$408K | 0.48% | 30 |
|
|
2017
Q4 | $2.18M | Buy |
36,753
+28,322
| +336% | +$1.68M | 0.48% | 39 |
|
|
2017
Q3 | $461K | Buy |
+8,431
| New | +$461K | 0.11% | 208 |
|