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 |
|---|---|---|---|---|---|---|
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Andrew Bialecki Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Ping Li Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Tony Weisman Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| KLX ENERGY SERVICES HOLDINGS INC. | May 9, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers; Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| KNIFE RIVER CORP. | May 14, 2024 | Advisory Vote to Approve the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| KONTOOR BRANDS INC. | April 18, 2024 | To approve the compensation of Kontoor's named executive officers as disclosed in our proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Andrew D. Sandifer Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: David L. Motley Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Louis L. Testoni Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Sonja M. Wilkerson Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Xudong Feng, Ph.D. Director Elections |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| KRONOS WORLDWIDE INC. | May 15, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| LAKELAND BANCORP INC. | December 28, 2023 | Approval, on an advisory basis, of the executive compensation of the Company's Named Executive Officers as described in the proxy statement Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| LAKELAND FINANCIAL CORP. | April 9, 2024 | ELECTION OF DIRECTORS: Blake W. Augsburger Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| LAKELAND FINANCIAL CORP. | April 9, 2024 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| LAMB WESTON HOLDINGS INC. | September 28, 2023 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 9 funds |
| LCNB CORP. | April 22, 2024 | Advisory vote approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Armando Olivera Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Serena Wolfe Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Stuart Miller Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| LEVI STRAUSS & CO. | April 24, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| LIBERTY ENERGY INC. | April 16, 2024 | Approval of an amendment and restatement of the Company's long term incentive plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| LIMONEIRA CO. | March 26, 2024 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"); Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| LIQUIDITY SERVICES INC. | February 29, 2024 | Election of Directors: Amath Fall Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| LIQUIDITY SERVICES INC. | February 29, 2024 | Election of Directors: Beatriz V. Infante Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| LIVERAMP HOLDINGS INC. | August 15, 2023 | Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| LOVESAC CO. | June 11, 2024 | To approve Amendment No. 2 of the Second Amended and Restated 2017 Equity Incentive Plan that increases the number of shares reserved for issuance thereunder by 1,100,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| LTC PROPERTIES INC. | May 22, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| LUTHER BURBANK CORP. | October 24, 2023 | Advisory Vote to Approve the Compensation of Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| M/I HOMES INC. | May 13, 2024 | Election of Directors: Michael P. Glimcher Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| MACROGENICS INC. | May 21, 2024 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Election of Directors: Deepak Raghavan Director Elections |
Board | For | FOR 12 funds |
AGAINST 3 funds |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Non-binding resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 3 funds |
| MANITOWOC CO. INC. | May 7, 2024 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| MARATHON OIL CORP. | May 22, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| MARATHON PETROLEUM CORP. | April 24, 2024 | Approval, on an advisory basis, of the company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Benjamin Daverman Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Carl Hull Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Constantine Mihas Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Susannah Gray Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| MARCUS & MILLICHAP INC. | May 2, 2024 | To approve the Amended and Restated 2013 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Robert L. Demorest Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| MARTIN MARIETTA MATERIALS INC. | May 16, 2024 | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: John C. Plant Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: Marie A. Ffolkes Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| MATADOR RESOURCES CO. | June 13, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| MATIV HOLDINGS INC. | April 24, 2024 | Approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| MATTEL INC. | May 29, 2024 | Approval of the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| MCKESSON CORP. | July 21, 2023 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 10 funds |
| MERCADOLIBRE INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2023. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| MGM RESORTS INTERNATIONAL | May 1, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034. Compensation |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034. Compensation |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| MID PENN BANCORP INC. | May 14, 2024 | An advisory vote to approve the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | Not determined | FOR 3 funds |
AGAINST 2 funds |
| MIDDLESEX WATER CO. | May 21, 2024 | To provide a non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| MIDLAND STATES BANCORP INC. | May 6, 2024 | To approve, on a non-binding, advisory basis, the compensation of certain executive officers, which we refer to as the "say-on-pay proposal." Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| MINERALS TECHNOLOGIES INC. | May 15, 2024 | Advisory vote to approve 2023 named executive officer compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Saf Yeboah-Amankwah Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| MONGODB INC. | June 25, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| MORGAN STANLEY | May 23, 2024 | Election of Directors: Rayford Wilkins, Jr. Director Elections |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| MORGAN STANLEY | May 23, 2024 | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote) Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Bill Lyons Director Elections |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Caroline Tsay Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Cheryl Francis Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Doniel Sutton Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Gail Landis Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Robin Diamonte Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Steve Joynt Director Elections |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| MOTORCAR PARTS OF AMERICA INC. | September 14, 2023 | To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| MP MATERIALS CORP. | June 11, 2024 | Election of 2 Directors Named in the Proxy Statement: Andrew A. McKnight Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| MP MATERIALS CORP. | June 11, 2024 | Election of 2 Directors Named in the Proxy Statement: James H. Litinsky Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| MUELLER INDUSTRIES INC. | September 26, 2023 | Approve the amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of common stock by 150,000,000 shares. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| NACCO INDUSTRIES INC. | May 15, 2024 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| NATHAN'S FAMOUS INC. | September 12, 2023 | Adoption, on an advisory basis, of a non-binding resolution approving the compensation of the Company's Named Executive Officers, as described in the proxy statement under "Executive Compensation" Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| NATIONAL STORAGE AFFILIATES TRUST | May 13, 2024 | The election of twelve trustees to serve on the Board of Trustees: Mark Van Mourick Director Elections |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| NCINO INC. | June 20, 2024 | Approval, on a non-binding, advisory basis, of the compensation paid to the company's named executive officers (or NEOs). Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| NELNET INC. | May 16, 2024 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| NETSCOUT SYSTEMS INC. | September 14, 2023 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| NEWMONT CORP. | April 24, 2024 | Approval of the advisory resolution on Newmont's executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| NEWPARK RESOURCES INC. | May 16, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| NEXPOINT RESIDENTIAL TRUST INC. | May 7, 2024 | Advisory Vote on Executive Compensation: to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| NEXPOINT RESIDENTIAL TRUST INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Arthur Laffer Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| NEXPOINT RESIDENTIAL TRUST INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Edward Constantino Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| NORTHERN OIL & GAS INC. | May 23, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| NORTHERN TRUST CORP. | April 16, 2024 | Election of 11 Directors: Linda Walker Bynoe Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| NORTHRIM BANCORP INC. | May 23, 2024 | ADVISORY VOTE ON EXECUTIVE COMPENSATION. To approve, by nonbinding vote, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| NRG ENERGY INC. | April 25, 2024 | To elect thirteen directors: Antonio Carrillo Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| NRG ENERGY INC. | April 25, 2024 | To elect thirteen directors: E. Spencer Abraham Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| NRG ENERGY INC. | April 25, 2024 | To elect thirteen directors: Heather Cox Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| NRG ENERGY INC. | April 25, 2024 | To elect thirteen directors: Matthew Carter, Jr. Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| NRG ENERGY INC. | April 25, 2024 | To elect thirteen directors: Paul W. Hobby Director Elections |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| NV5 GLOBAL INC. | June 18, 2024 | To conduct a non-binding advisory vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| OCEANEERING INTERNATIONAL INC. | May 10, 2024 | Advisory vote on a resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| OIL-DRI CORPORATION OF AMERICA | December 13, 2023 | Approval of the Amended and Restated Oil-Dri Corporation of America 2006 Long Term Incentive Plan which, among other modifications, increases the number of shares authorized for issuance from 1,219,500 shares to 1,719,500 shares and increases the maximum individual grant size in any calendar year to 150,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| OKTA INC. | June 20, 2024 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| OLO INC. | June 20, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| ON SEMICONDUCTOR CORP. | May 16, 2024 | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| ONE LIBERTY PROPERTIES INC. | June 10, 2024 | A proposal to approve, by non-binding vote, executive compensation of the Company for the year ended December 31, 2023, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.