Home › Asset managers › Compare 2023-2024 › Charles Schwab vs WisdomTree
Charles Schwab 2023-2024 · WisdomTree 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 8,615 | 7,712 | 822 | 81 | 90.4% | 90.1% |
| Board proposals | 7,736 | 7,029 | 678 | 29 | 91.2% | 90.9% |
| E&S shareholder proposals | 300 | 230 | 27 | 43 | 89.5% | 89.0% |
| Other items | 579 | 453 | 117 | 9 | 79.5% | 79.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
822 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | WisdomTree |
|---|---|---|---|---|---|---|
| COMFORT SYSTEMS USA INC. | May 17, 2024 | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| COMMERCE BANCSHARES INC. | April 17, 2024 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| COMMERCIAL VEHICLE GROUP INC. | May 16, 2024 | A non-binding advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| COMMSCOPE HOLDING COMPANY INC. | May 9, 2024 | Approval of additional shares under the Company's 2019 Long-Term Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| COMMSCOPE HOLDING COMPANY INC. | May 9, 2024 | Election of eight directors: Joanne M. Maguire Director Elections |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| COMMUNITY HEALTHCARE TRUST INC. | May 2, 2024 | To approve the Community Healthcare Trust Incorporated 2024 Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| COMMUNITY HEALTHCARE TRUST INC. | May 2, 2024 | To approve, on a non-binding advisory basis, the following resolutions: RESOLVED, that the stockholders of Community Healthcare Trust Incorporated approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed pursuant to Item 402 of Regulation S-K in the Company's proxy statement for the 2024 annual meeting of stockholders. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| COMTECH TELECOMMUNICATIONS CORP. | December 14, 2023 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| CONAGRA BRANDS INC. | September 14, 2023 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 10 funds |
| CONNECTONE BANCORP INC. | May 21, 2024 | To vote, on an advisory basis, to approve the executive compensation of ConnectOne Bancorp, Inc.'s named executive officers, as described in the proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Daniel J. McCarthy Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Jennifer M. Daniels Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Jose Manuel Madero Garza Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Judy A. Schmeling Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Nicholas I. Fink Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| CONSTRUCTION PARTNERS INC | March 20, 2024 | Proposal to approve the adoption of the Construction Partners, Inc. 2024 Restricted Stock Plan Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| CORCEPT THERAPEUTICS INC. | May 17, 2024 | To approve the Corcept Therapeutics Incorporated 2024 Incentive Award Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| CORE MOLDING TECHNOLOGIES | May 16, 2024 | A non-binding advisory vote on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| COREBRIDGE FINANCIAL INC. | June 21, 2024 | Approve, on an advisory basis, the 2023 named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| CORPAY INC. | June 6, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 4 funds |
| COSTCO WHOLESALE CORP. | January 18, 2024 | Election of Directors: Jeffrey S. Raikes Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| COSTCO WHOLESALE CORP. | January 18, 2024 | Election of Directors: Richard A. Galanti Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| COTERRA ENERGY INC. | May 1, 2024 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 12 funds |
AGAINST 5 funds |
| COUPANG INC. | June 13, 2024 | Election of Directors: Kevin Warsh Director Elections |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| CPI CARD GROUP INC. | May 22, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| CREDIT ACCEPTANCE CORP. | June 5, 2024 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 2 funds |
| CUSTOM TRUCK ONE SOURCE INC. | June 13, 2024 | To amend the Custom Truck One Source, Inc. Amended and Restated 2019 Omnibus Incentive Plan to increase the number of shares available for the grant of awards from 14,650,000 shares to 20,650,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| CUSTOMERS BANCORP INC. | May 28, 2024 | To approve a non-binding advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| CUSTOMERS BANCORP INC. | May 28, 2024 | To approve an amendment to the Customers Bancorp, Inc. 2019 Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| CVR ENERGY INC. | May 29, 2024 | To approve, by a non-binding advisory vote, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| DATADOG INC. | June 5, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| DECKERS OUTDOOR CORP. | September 11, 2023 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as disclosed in the "Compensation Discussion and Analysis" section of the Proxy Statement Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| DEFINITIVE HEALTHCARE CORP. | May 22, 2024 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| DENBURY INC. | October 31, 2023 | The Advisory Compensation Proposal: To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Denbury's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| DESIGNER BRANDS INC. | June 20, 2024 | Advisory vote on the compensation paid to our named executive officers in the fiscal year ended February 3, 2024. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| DEVON ENERGY CORP. | June 5, 2024 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| DEXCOM INC. | May 22, 2024 | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| DIAMOND HILL INVESTMENT GROUP INC. | May 9, 2024 | Approval on an advisory basis of the 2023 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| DICK'S SPORTING GOODS INC. | June 12, 2024 | Non-binding advisory vote to approve compensation of named executive officers for 2023, as disclosed in the Company's 2024 proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| DIGI INTERNATIONAL INC. | January 29, 2024 | Company proposal to approve, on a non-binding advisory basis, the compensation paid to named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| DIGI INTERNATIONAL INC. | January 29, 2024 | Election of Directors: Sally J. Smith Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| DIGITAL REALTY TRUST INC. | June 7, 2024 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay). Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| DIGITALOCEAN HOLDINGS INC. | June 6, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| DINE BRANDS GLOBAL INC. | May 14, 2024 | Approval, on an advisory basis, of the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| DIODES INC. | May 29, 2024 | Approval of Executive Compensation. To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| DIODES INC. | May 29, 2024 | Election of Directors: Gary Yu Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| DISTRIBUTION SOLUTIONS GROUP INC. | May 23, 2024 | Election of seven directors to serve one year: I. Steven Edelson Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| DIVERSIFIED HEALTHCARE TRUST | May 31, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| DMC GLOBAL INC. | May 15, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| DONEGAL GROUP INC. | April 18, 2024 | Adopt our 2024 equity incentive plan for employees. Compensation |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| DREAM FINDERS HOMES INC. | June 10, 2024 | Approval of an advisory resolution approving executive compensation for fiscal year 2023. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| DUKE ENERGY CORP. | May 9, 2024 | Election of directors: Theodore F. Craver, Jr. Director Elections |
Board | Not determined | FOR 14 funds |
AGAINST 8 funds |
| DUPONT DE NEMOURS INC. | June 5, 2024 | Advisory Resolution to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Election of Directors: Cynthia A. Fisher Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Election of Directors: Emil W. Henry, Jr. Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Election of Directors: Scott D. Freeman Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Election of Directors: Tara S. Innes Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| EASTERN BANKSHARES INC. | May 13, 2024 | To elect five directors for a three-year term expiring in 2027: Richard C. Bane Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| EASTMAN KODAK CO. | May 15, 2024 | Approval of the Second Amendment to the Amended and Restated 2013 Omnibus Incentive Plan Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| EBAY INC. | June 20, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| ECOLAB INC. | May 2, 2024 | Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement. Say-on-Pay |
Board | Not determined | FOR 14 funds |
AGAINST 7 funds |
| EL POLLO LOCO HOLDINGS INC. | May 28, 2024 | Approval, on an Advisory (Non-Binding) Basis, of the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ELME COMMUNITIES | May 30, 2024 | Election of Trustees: Vice Adm. Anthony L. Winns (RET.) Director Elections |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| EMCOR GROUP INC. | June 6, 2024 | Approval, by non-binding advisory vote, of named executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | To approve the Empire State Realty Trust, Inc. Empire State Realty OP, L.P. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| ENCORE WIRE CORP. | May 7, 2024 | BOARD PROPOSAL TO APPROVE, IN A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| ENERGY RECOVERY INC. | June 6, 2024 | To approve, on an advisory basis, our executive compensation for the fiscal year ended December 31, 2023 as described in the Proxy Statement Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ENERPAC TOOL GROUP CORP. | January 25, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| ENPHASE ENERGY INC. | May 15, 2024 | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| ENTEGRIS INC. | April 24, 2024 | Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote). Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 4 funds |
| ENTERGY CORP. | May 3, 2024 | Election of Directors: Stuart L. Levenick Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| ENTRAVISION COMMUNICATIONS CORP. | May 30, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| EOG RESOURCES INC. | May 22, 2024 | To approve, by non-binding vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| EPAM SYSTEMS INC. | May 31, 2024 | Election of Directors: Robert E. Segert Director Elections |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| EPAM SYSTEMS INC. | May 31, 2024 | To approve, on an advisory and non-binding basis, the compensation for our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| EPLUS INC. | September 14, 2023 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| EQT CORP. | April 17, 2024 | Advisory vote to approve the 2023 compensation of EQT Corporation's named executive officers (say-on-pay) Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| EQUITY LIFESTYLE PROPERTIES INC. | April 30, 2024 | Approval on a non-binding, advisory basis of our executive compensation as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 4 funds |
| ESCALADE INC. | May 8, 2024 | To approve, by non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 7 funds |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Ratification of appointment of PricewaterhouseCoopers LLP as independent auditors for the 2024 fiscal year Audit-related |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| ETSY INC. | June 13, 2024 | Approval of the Etsy, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| EVERCORE INC. | June 18, 2024 | Approval of the Third Amended and Restated 2016 Evercore Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| EVERCORE INC. | June 18, 2024 | To approve, on an advisory basis, the executive compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| EVEREST GROUP LTD. | May 15, 2024 | For the approval, by non-binding advisory vote, of the 2023 compensation paid to the NEOs. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 2 funds |
| EVERSPIN TECHNOLOGIES INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| EVOLUTION PETROLEUM CORP. | December 7, 2023 | Approval, in a non-binding advisory vote, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| EXCELERATE ENERGY INC. | June 6, 2024 | Approval, on a non-binding and advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Glenn Sanford Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Barry Diller Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 5 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Craig Jacobson Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Julie Whalen Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 5 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Peter Kern Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 5 funds |
| EXPEDITORS INT'L OF WASHINGTON INC. | May 7, 2024 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| EXTREME NETWORKS INC. | November 8, 2023 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 5,000,000 shares of our common stock to those reserved for issuance under the plan; and Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| EXXON MOBIL CORP. | May 29, 2024 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| FARMERS & MERCHANTS BANCORP INC. | April 29, 2024 | Nonbinding Say-on-Pay Proposal. An advisory vote to approve the executive compensation programs of the Company. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| FARMLAND PARTNERS INC. | April 29, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.