HC
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Highmount Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Highmount Capital’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$386K Sell
8,883
-43,060
-83% -$1.97M 0.1% 104
2015
Q1 		$2.21M Sell
51,943
-40,195
-44% -$1.72M 0.54% 44
2014
Q4 		$3.88M Sell
92,138
-11,242
-11% -$511K 0.95% 29
2014
Q3 		$4.94M Buy
103,380
+1,890
+2% +$98.4K 1.23% 18
2014
Q2 		$5.26M Buy
101,490
+10,015
+11% +$507K 1.26% 20
2014
Q1 		$4.49M Buy
91,475
+11,960
+15% +$569K 1.04% 23
2013
Q4 		$4.06M Buy
79,515
+3,100
+4% +$161K 0.93% 29
2013
Q3 		$3.95M Sell
76,415
-294,798
-79% -$14.8M 0.97% 26
2013
Q2 		$17.9M Buy
+371,213
New +$19.9M 4.71% 5

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return