Brighton Jones LLC
AIVL icon

Brighton Jones LLC’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Brighton Jones LLC’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,853
Closed -$212K – 82
2025
Q3 		$212K Buy
1,853
+2
+0.1% +$227 0.01% 941
2025
Q2 		$209K Buy
1,851
+3
+0.2% +$324 0.01% 852
2025
Q1 		$203K Buy
+1,848
New +$203K 0.01% 657
2024
Q4 		– Sell
-1,842
Closed -$205K – 687
2024
Q3 		$205K Buy
+1,842
New +$195K 0.01% 536

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NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Brighton Jones LLC's AIVL Position: Q4 2025 in Review

Brighton Jones LLC sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2025, closing a stake of 1,853 shares — an estimated $212K sold.

Brighton Jones LLC first reported a position in AIVL in Q3 2024 and held it in 4 quarters. The position peaked at $212K in Q3 2025. 118 funds tracked by Wall St. Rank hold AIVL as of Q4 2025.

  • Brighton Jones LLC reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 1,853 WisdomTree US AI Enhanced Value Fund shares in Q4 2025, an estimated $212K.
  • Brighton Jones LLC first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2024 and held it in 4 quarters.
  • Brighton Jones LLC's WisdomTree US AI Enhanced Value Fund position peaked at $212K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.