EX-99.(H)(8) 7 d305398dex99h8.htm TENTH AMENDMENT TO THE SECURITIES LENDING AUTHORIZATION AGREEMENT Tenth Amendment to the Securities Lending Authorization Agreement

TENTH AMENDMENT TO THE

SECURITIES LENDING AUTHORIZATION AGREEMENT

BETWEEN

WISDOMTREE TRUST

AND

STATE STREET BANK AND TRUST COMPANY

This Tenth Amendment (this “Amendment”) dated as of November 3, 2016 is between WISDOMTREE TRUST (the “Trust”), ON BEHALF OF EACH OF ITS SERIES AS LISTED ON SCHEDULE B TO THE AGREEMENT, SEVERALLY AND NOT JOINTLY (each a “Fund” and collectively, the “Funds”), and STATE STREET BANK AND TRUST COMPANY acting either directly or through any State Street Affiliates (collectively, “State Street”).

Reference is made to the Securities Lending Authorization Agreement, dated September 27, 2013 (as amended and in effect immediately prior to the date of this Amendment, the “Agreement”), between the Trust, on behalf of each of the Funds, and State Street.

WHEREAS, the parties to the Agreement desire to amend the Agreement as set forth below;

NOW, THEREFORE, for value received, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties mutually agree to amend the Agreement as follows:

1. Definitions. All capitalized terms used herein and not otherwise defined shall have the meanings set forth in the Agreement.

2. Amendment. Schedule B to the Agreement is hereby amended by deleting it in its entirety and replacing it with the revised Schedule B attached to this Amendment.

3. Representations and Warranties. Each party hereto represents and warrants that (a) it has the legal right, power and authority to execute and deliver this Amendment, to enter into the transactions contemplated hereby, and to perform its obligations hereunder; (b) it has taken all necessary action to authorize such execution, delivery and performance; and (c) this Amendment constitutes a legal, valid and binding obligation enforceable against it.

4. Governing Law; Miscellaneous. This Amendment shall be governed and construed in accordance with the governing law of the Agreement. Except to the extent specifically amended by this Amendment, the provisions of the Agreement shall remain unmodified, and the Agreement is ratified and affirmed as being in full force and effect. This Amendment may be executed in any number of counterparts, each of which shall be deemed to be an original, but such counterparts, together, constitute only one (1) instrument.

5. Effective Date: This Amendment shall be effective as of the date first written above.

 

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IN WITNESS WHEREOF, each of the parties has caused their duly authorized officer(s) to execute this Tenth Amendment.

 

WISDOMTREE TRUST, on behalf of each of
its series as listed on Schedule B to the Agreement,
severally and not jointly
By:   LOGO
 

 

Name:   Jonathan Steinberg
Title:   President
STATE STREET BANK AND TRUST COMPANY
By:   LOGO
 

 

Name:   Gino L. Timperio
Title:   Senior Managing Director

 

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Schedule B

This Schedule is attached to and made part of the Securities Lending Authorization Agreement dated as of the 27th day of September 2013 between WISDOMTREE TRUST, ON BEHALF OF EACH OF ITS SERIES AS LISTED ON SCHEDULE B, SEVERALLY AND NOT JOINTLY (the “Funds”) and STATE STREET BANK AND TRUST COMPANY acting either directly or through any State Street Affiliate (collectively, “State Street”), as amended.

 

Fund Name

   Fund
Ticker
   TIN    FYE

WisdomTree Emerging Markets High Dividend Fund
(f/k/a WisdomTree Emerging Markets Equity Income Fund)

   DEM    20-8688393    Mar 31

WisdomTree Emerging Markets SmallCap Dividend Fund

   DGS    26-0555916    Mar 31

WisdomTree Middle East Dividend Fund

   GULF    26-2521188    Mar 31

WisdomTree China ex-State-Owned Enterprises Fund
(f/k/a WisdomTree China Dividend ex-Financials Fund (CHXF))

   CXSE    80-0812156    Mar 31

WisdomTree India Earnings Fund

   EPI    20-8271946    Mar 31

WisdomTree Emerging Markets Quality Dividend Growth Fund
(f/k/a WisdomTree Emerging Markets Dividend Growth Fund)

   DGRE    46-2674559    Mar 31

WisdomTree Emerging Markets Consumer Growth Fund

   EMCG    46-2685903    Mar 31

WisdomTree Asia-Pacific ex-Japan Fund

   AXJL    20-4184884    Mar 31

WisdomTree Australia Dividend Fund

   AUSE    20-4184932    Mar 31

WisdomTree International High Dividend Fund
(f/k/a WisdomTree DEFA Equity Income Fund)

   DTH    20-4185692    Mar 31

WisdomTree International Equity Fund
(f/k/a WisdomTree DEFA Fund)

   DWM    20-4185606    Mar 31


WisdomTree Europe SmallCap Dividend Fund

   DFE    20-6905697    Mar 31

WisdomTree Global High Dividend Fund
(f/k/a WisdomTree Global Equity Income Fund)

   DEW    20-4184691    Mar 31

WisdomTree Global ex-U.S. Quality Dividend Growth Fund
(f/k/a WisdomTree Global ex-U.S. Dividend Growth Fund)

   DNL    20-4184829    Mar 31

WisdomTree International Dividend ex-Financials Fund

   DOO    20-4185016    Mar 31

WisdomTree International LargeCap Dividend Fund

   DOL    20-4185073    Mar 31

WisdomTree International MidCap Dividend Fund

   DIM    20-4185270    Mar 31

WisdomTree International SmallCap Dividend Fund

   DLS    20-4185347    Mar 31

WisdomTree Japan SmallCap Dividend Fund

   DFJ    20-6905707    Mar 31

WisdomTree Global ex-U.S. Real Estate Fund

   DRW    20-8688308    Mar 31

WisdomTree Japan Hedged Equity Fund

   DXJ    20-4184758    Mar 31

WisdomTree Europe Hedged Equity Fund

   HEDJ    26-3143870    Mar 31

WisdomTree Japan Hedged SmallCap Equity Fund

   DXJS    46-2518016    Mar 31

WisdomTree United Kingdom Hedged Equity Fund

   DXPS    46-2527487    Mar 31

WisdomTree Germany Hedged Equity Fund

   DXGE    46-2567000    Mar 31

WisdomTree Korea Hedged Equity Fund

   DXKW    46-2540777    Mar 31

WisdomTree Dividend ex-Financials Fund

   DTN    20-4185397    Mar 31

 

State Street: Limited Access   2  


WisdomTree High Dividend Fund
(f/k/a WisdomTree Equity Income Fund)

   DHS    20-4184623    Mar 31

WisdomTree LargeCap Dividend Fund

   DLN    20-4185467    Mar 31

WisdomTree MidCap Dividend Fund

   DON    20-4185514    Mar 31

WisdomTree SmallCap Dividend Fund

   DES    20-4185562    Mar 31

WisdomTree Total Dividend Fund

   DTD    20-4184568    Mar 31

WisdomTree Earnings 500 Fund

   EPS    74-3201195    Mar 31

WisdomTree LargeCap Value Fund

   EZY    74-3201187    Mar 31

WisdomTree MidCap Earnings Fund

   EZM    74-3201194    Mar 31

WisdomTree SmallCap Earnings Fund

   EES    74-3201196    Mar 31

WisdomTree Total Earnings Fund

   EXT    74-3201190    Mar 31

WisdomTree U.S. Quality Dividend Growth Fund
(f/k/a WisdomTree U.S. Dividend Growth Fund)

   DGRW    46-2493891    Mar 31

WisdomTree U.S. SmallCap Quality Dividend Growth Fund
(f/k/a WisdomTree U.S. SmallCap Dividend Growth Fund)

   DGRS    46-2505717    Mar 31

WisdomTree Managed Futures Strategy Fund

   WDTI    27-3084885    Aug 31

WisdomTree Brazilian Real Strategy Fund

   BZF    26-1751437    Aug 31

WisdomTree Chinese Yuan Strategy Fund

   CYB    26-1751491    Aug 31

WisdomTree Indian Rupee Strategy Fund

   ICN    26-1751534    Aug 31


WisdomTree Emerging Currency Strategy Fund

   CEW    26-1751963    Aug 31

WisdomTree Bloomberg U.S. Dollar Bullish Fund

   USDU    46-4054867    Aug 31

WisdomTree Barclays U.S. Aggregate Bond Negative Duration Fund

   AGND    46-4164645    Aug 31

WisdomTree Barclays U.S. Aggregate Bond Zero Duration Fund

   AGZD    46-4161103    Aug 31

WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration Fund

   HYND    46-4185856    Aug 31

WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund

   HYZD    46-4180655    Aug 31

WisdomTree Australia And New Zealand Debt Fund

   AUNZ    26-1751379    Aug 31

WisdomTree Emerging Markets Local Debt Fund

   ELD    27-2121418    Aug 31

WisdomTree Asia Local Debt Fund

   ALD    27-4265822    Aug 31

WisdomTree Global Real Return Fund

   RRF    27-0718896    Aug 31

WisdomTree Emerging Markets Corporate Bond Fund

   EMCB    80-0774991    Aug 31

WisdomTree Strategic Corporate Bond Fund
(f/k/a WisdomTree Global Corporate Bond Fund)

   CRDT    90-0912889    Aug 31

WisdomTree Bloomberg Floating Rate Treasury Fund

   USFR    46-4494453    Aug 31

WisdomTree Japan Hedged Real Estate Fund

   DXJR    46-4422185    Mar 31

WisdomTree Japan Hedged Financials Fund

   DXJF    46-4438891    Mar 31

WisdomTree Japan Hedged Capital Goods Fund

   DXJC    46-4467563    Mar 31

WisdomTree Japan Hedged Health Care Fund

   DXJH    46-4480255    Mar 31

 

State Street: Limited Access   4  


WisdomTree Japan Hedged Tech, Media & Telecom Fund

   DXJT    46-4453204    Mar 31

WisdomTree Japan Hedged Quality Dividend Growth Fund
(f/k/a WisdomTree Japan Hedged Dividend Growth Fund)

   JHDG    47-3400688    Mar 31

WisdomTree Europe Quality Dividend Growth Fund
(f/k/a WisdomTree Europe Dividend Growth Fund)

   EUDG    46-4927310    Mar 31

WisdomTree International Hedged Quality Dividend Growth Fund
(f/k/a WisdomTree International Hedged Dividend Growth Fund)

   IHDG    46-5131276    Mar 31

WisdomTree Emerging Markets ex-State Owned Enterprises Fund

   XSOE    47-1905177    Mar 31

WisdomTree Europe Hedged SmallCap Equity Fund

   EUSC    47-2887713    Mar 31

WisdomTree CBOE S&P 500 PutWrite Strategy Fund

   PUTW    47-3680143    Aug 31

WisdomTree Global ex-U.S. Hedged Dividend Fund

   DXUS    47-3901128    Mar 31

WisdomTree International Hedged SmallCap Dividend Fund

   HDLS    47-3915070    Mar 31

WisdomTree Japan Quality Dividend Growth Fund
(f/k/a WisdomTree Japan Dividend Growth Fund)

   JDG    47-3929996    Mar 31

WisdomTree Western Asset Unconstrained Bond Fund

   UBND    47-3759159    Aug 31

WisdomTree International Hedged Equity Fund

   HDWM    47-4286566    Mar 31

WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield Fund

   AGGY    47-4174766    Aug 31

WisdomTree Strong Dollar Emerging Markets Equity Fund

   EMSD    47-4131946    Jun 30

WisdomTree Weak Dollar U.S. Equity Fund

   USWD    47-4195671    Jun 30

WisdomTree Strong Dollar U.S. Equity Fund

   USSD    47-4183178    Jun 30


WisdomTree Europe Local Recovery Fund

   EZR    47-4818240    Jun 30

WisdomTree Global ex-U.S. Hedged Real Estate Fund

   HDRW    47-4802824    Mar 31

WisdomTree Global Hedged SmallCap Dividend Fund

   HGSD    47-4316336    Jun 30

WisdomTree Global SmallCap Dividend Fund

   GSD    47-4212050    Jun 30

WisdomTree Dynamic Long/Short U.S. Equity Fund

   DYLS    47-5495921    Jun 30

WisdomTree Dynamic Bearish U.S. Equity Fund

   DYB    47-5510084    Jun 30

WisdomTree Dynamic Currency Hedged International Equity Fund

   DDWM    81-0732705    Jun 30

WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund

   DDLS    81-0729300    Jun 30

WisdomTree Dynamic Currency Hedged Europe Equity Fund

   DDEZ    81-0709911    Jun 30

WisdomTree Dynamic Currency Hedged Japan Equity Fund

   DDJP    81-0751919    Jun 30

WisdomTree International Quality Dividend Growth Fund

   IQDG    81-1384613    Mar 31

WisdomTree Emerging Markets Dividend Fund

   DVEM    81-1142464    Jun 30

WisdomTree Global ex-Mexico Equity Fund

   XMX    81-0973705    Jun 30

WisdomTree Dynamic Currency Hedged Emerging Markets Equity Fund

   DYEM    81-0758233    Jun 30

WisdomTree Dynamic Currency Hedged Global ex-U.S. Equity Fund

   DYGX    81-0785056    Jun 30

WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund

   DHDG    81-3659872    Jun 30

 

State Street: Limited Access   6