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Belpointe Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Belpointe Asset Management’s Portfolio DXJ Stock Details DXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,475
Closed -$713K – 963
2025
Q1 		$713K Buy
6,475
+3,935
+155% +$433K 0.04% 440
2024
Q4 		$273K Sell
2,540
-492
-16% -$53.9K 0.02% 691
2024
Q3 		$321K Sell
3,032
-6,546
-68% -$695K 0.02% 642
2024
Q2 		$1.08M Sell
9,578
-1,730
-15% -$188K 0.08% 251
2024
Q1 		$1.23M Buy
+11,308
New +$1.13M 0.09% 215
2023
Q2 		– Sell
-684
Closed -$48.4K – 1313
2023
Q1 		$48.4K Sell
684
-374
-35% -$25.6K ﹤0.01% 1717
2022
Q4 		$68K Buy
+1,058
New +$69.7K ﹤0.01% 1451
2018
Q4 		– Sell
-2,605
Closed -$151K – 531
2018
Q3 		$151K Buy
+2,605
New +$143K 0.02% 529
2018
Q2 		– Sell
-29,474
Closed -$1.65M – 354
2018
Q1 		$1.65M Sell
29,474
-7,279
-20% -$424K 0.48% 30
2017
Q4 		$2.18M Buy
36,753
+28,322
+336% +$1.63M 0.48% 39
2017
Q3 		$461K Buy
+8,431
New +$442K 0.11% 208

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Belpointe Asset Management's DXJ Position: Q2 2025 in Review

Belpointe Asset Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 6,475 shares — an estimated $713K sold.

Belpointe Asset Management first reported a position in DXJ in Q3 2017 and held it in 11 quarters. The position peaked at $2.18M in Q4 2017. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

  • Belpointe Asset Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 6,475 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $713K.
  • Belpointe Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 11 quarters.
  • Belpointe Asset Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.18M in Q4 2017.
  • 326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.