Exhibit 99.(d)(7)
November 17, 2022
WisdomTree Asset Management, Inc.
Attention: Jonathan Steinberg
250 West 34th Street, 3rd Floor
New York, NY 10119
With a copy to:
WisdomTree Asset Management, Inc.
Attention: Legal Department
250 West 34th Street, 3rd Floor
New York, NY 10119
Dear Mr. Steinberg,
Pursuant to that certain Sub-Advisory Agreement between WisdomTree Asset Management, Inc. (the “Investment Adviser”) and Mellon Investments Corporation (the “Sub-Adviser”) dated as of January 1, 2013, as amended (the “Agreement”), the Sub-Adviser hereby provides the Investment Adviser with (i) an amended and restated Appendix A to the Agreement in the form attached hereto and (ii) an amended and restated Appendix B-1 as attached hereto.
In particular, this amendment does the following:
(a) | Adds the WisdomTree U.S. Quality Growth Fund to Appendix A and to Appendix B-1; |
Sincerely,
/s/ Stephanie Hill
Name: Stephanie Hill
Title: Managing Director, Head of Index
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PURSUANT TO AN EXEMPTION FROM THE COMMODITY FUTURES TRADING COMMISSION IN CONNECTION WITH ACCOUNTS OF QUALIFIED ELIGIBLE PERSONS, THIS BROCHURE OR ACCOUNT DOCUMENT IS NOT REQUIRED TO BE, AND HAS NOT BEEN, FILED WITH THE COMMISSION. THE COMMODITY FUTURES TRADING COMMISSION DOES NOT PASS UPON THE MERITS OF PARTICIPATING IN A TRADING PROGRAM OR UPON THE ADEQUACY OR ACCURACY OF COMMODITY TRADING ADVISOR DISCLOSURE. CONSEQUENTLY, THE COMMODITY FUTURES TRADING COMMISSION HAS NOT REVIEWED OR APPROVED THIS TRADING PROGRAM OR THIS BROCHURE OR ACCOUNT DOCUMENT.
Acknowledged and agreed:
WisdomTree Asset Management, Inc.
By: | /s/ Jonathon Steinberg_ |
Name: | Jonathan Steinberg |
Title: | Chief Executive Officer |
Mellon Investments Corporation
/s/ Stephanie Hill
Name: Stephanie Hill
Title: Managing Director, Head of Index
APPENDIX A
TO
SUB-ADVISORY AGREEMENT
Effective as of December 6, 2022
FUNDS FOR WHICH MELLON INVESTMENTS CORPORATION ACTS AS SUB-ADVISER
ALTERNATIVE FUNDS
WisdomTree Alternative Income Fund
CURRENCY AND INTERNATIONAL FIXED INCOME FUNDS
WisdomTree Chinese Yuan Strategy Fund
WisdomTree Emerging Currency Strategy Fund
WisdomTree Emerging Markets Local Debt Fund
WisdomTree Bloomberg U.S. Dollar Bullish Fund
DOMESTIC EQUITY FUNDS
WisdomTree U.S. Total Dividend Fund
WisdomTree U.S. High Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. SmallCap Dividend Fund
WisdomTree U.S. ESG Fund
WisdomTree U.S. LargeCap Fund
WisdomTree U.S. Value Fund (f/k/a WisdomTree U.S. Quality Shareholder Yield Fund)
WisdomTree U.S. MidCap Fund
WisdomTree U.S. SmallCap Fund
WisdomTree U.S. Quality Dividend Growth Fund
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
WisdomTree Cloud Computing Fund
WisdomTree U.S. Growth & Momentum Fund
WisdomTree U.S. Quality Growth Fund
INTERNATIONAL EQUITY FUNDS
WisdomTree International Equity Fund
WisdomTree International High Dividend Fund
WisdomTree Europe Hedged Equity Fund
WisdomTree Global High Dividend Fund
WisdomTree Europe SmallCap Dividend Fund
WisdomTree India Earnings Fund
WisdomTree Japan Hedged Equity Fund
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
WisdomTree Japan SmallCap Dividend Fund
WisdomTree International LargeCap Dividend Fund
WisdomTree International MidCap Dividend Fund
WisdomTree International SmallCap Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree New Economy Real Estate Fund (f/k/a WisdomTree Global ex-US Real Estate Fund)
WisdomTree Emerging Markets Quality Dividend Growth Fund
WisdomTree Japan Hedged SmallCap Equity Fund
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WisdomTree Germany Hedged Equity Fund
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree China ex-State-Owned Enterprises Fund
WisdomTree Europe Quality Dividend Growth Fund
WisdomTree Emerging Markets ex-State-Owned-Enterprises Fund
WisdomTree Europe Hedged SmallCap Equity Fund
WisdomTree Dynamic Currency Hedged International Equity Fund
WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund
WisdomTree International Quality Dividend Growth Fund
WisdomTree Emerging Markets ESG Fund
WisdomTree International ESG Fund
WisdomTree India ex-State-Owned Enterprises Fund
WisdomTree Growth Leaders Fund (f/k/a WisdomTree Modern Tech Platforms Fund)
WisdomTree Cybersecurity Fund
WisdomTree BioRevolution Fund
WisdomTree Battery Value Chain and Innovation Fund
WisdomTree Artificial Intelligence and Innovation Fund
WisdomTree Emerging Markets ex-China Fund
WisdomTree Recycling Decarbonization Fund
FIXED INCOME INFLATION HEDGED FUNDS
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
FIXED INCOME FUNDS
WisdomTree Floating Rate Treasury Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
MULTI ASSET FUNDS
WisdomTree U.S. Multifactor Fund
WisdomTree U.S. Efficient Core Fund (f/k/a WisdomTree 90/60 U.S. Balanced Fund)
WisdomTree Emerging Markets Multifactor Fund
WisdomTree International Multifactor Fund
WisdomTree Emerging Markets Efficient Core Fund
WisdomTree International Efficient Core Fund
WisdomTree Efficient Gold Plus Equity Strategy Fund
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
WisdomTree Efficient Gold Plus Bond Strategy Fund
WisdomTree Global Efficient Low Volatility Fund
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The Investment Adviser hereby appoints Mellon Investments Corporation, and Mellon Investments Corporation hereby accepts appointment, as the Sub-Adviser for the Fund(s) set forth above.
PURSUANT TO AN EXEMPTION FROM THE COMMODITY FUTURES TRADING COMMISSION IN CONNECTION WITH ACCOUNTS OF QUALIFIED ELIGIBLE PERSONS, THIS BROCHURE OR ACCOUNT DOCUMENT IS NOT REQUIRED TO BE, AND HAS NOT BEEN, FILED WITH THE COMMISSION. THE COMMODITY FUTURES TRADING COMMISSION DOES NOT PASS UPON THE MERITS OF PARTICIPATING IN A TRADING PROGRAM OR UPON THE ADEQUACY OR ACCURACY OF COMMODITY TRADING ADVISOR DISCLOSURE. CONSEQUENTLY, THE COMMODITY FUTURES TRADING COMMISSION HAS NOT REVIEWED OR APPROVED THIS TRADING PROGRAM OR THIS BROCHURE OR ACCOUNT DOCUMENT.
WISDOMTREE ASSET MANAGEMENT, INC. | MELLON INVESTMENTS CORPORATION | |
|
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By: /s/ Jonathon Steinberg | By: /s/ Stephanie Hill | |
Name: Jonathan Steinberg | Name: Stephanie Hill | |
Title: CEO | Title: Managing Director, Head of Index |
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