BJL
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Brighton Jones LLC’s WisdomTree True Developed International Fund DOL Stock Holding History

Brighton Jones LLC’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,959
Closed -$201K – 606
2024
Q2 		$201K Hold
3,959
– – 0.01% 583
2024
Q1 		$205K Buy
+3,959
New +$197K 0.01% 574

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brighton Jones LLC's DOL Position: Q3 2024 in Review

Brighton Jones LLC sold out of WisdomTree True Developed International Fund (DOL) in Q3 2024, closing a stake of 3,959 shares — an estimated $201K sold.

Brighton Jones LLC first reported a position in DOL in Q1 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 91 funds tracked by Wall St. Rank hold DOL as of Q3 2024.

  • Brighton Jones LLC reported no remaining WisdomTree True Developed International Fund position as of Q3 2024 after selling out during the quarter.
  • Brighton Jones LLC sold 3,959 WisdomTree True Developed International Fund shares in Q3 2024, an estimated $201K.
  • Brighton Jones LLC first reported a position in WisdomTree True Developed International Fund in Q1 2024 and held it in 2 quarters.
  • Brighton Jones LLC's WisdomTree True Developed International Fund position peaked at $205K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2024.

Based on Brighton Jones LLC's 13F filing for Q3 2024, filed 22 Oct 2024.