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 |
|---|---|---|---|---|---|---|
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Gregory D. Wasson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: James Lang Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Lynn O'Connor Vos Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Patrick Spangler Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| OPTION CARE HEALTH INC. | May 15, 2024 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| ORGANOGENESIS HOLDINGS INC. | June 20, 2024 | Approval of an amendment to our 2018 Equity Incentive Plan to increase the number of shares of Class A common stock reserved for issuance thereunder by 15,900,000 shares. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ORMAT TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment and restatement of the Company's 2018 Incentive Compensation Plan to increase the total number of shares reserved thereunder. Compensation |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| ORTHOFIX MEDICAL INC. | June 18, 2024 | Advisory and Non-Binding Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ORTHOPEDIATRICS CORP. | May 24, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| OWENS CORNING | April 18, 2024 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Election of Directors: Roger B. Porter Director Elections |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| PAYLOCITY HOLDING CORP. | November 30, 2023 | Advisory vote to approve the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| PAYPAL HOLDINGS INC. | May 22, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 6 funds |
| PEAKSTONE REALTY TRUST | June 18, 2024 | Approval of, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| PEDIATRIX MEDICAL GROUP INC. | May 9, 2024 | Conduct an advisory vote regarding the compensation of our named executive officers for the 2023 fiscal year; and Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Greg Smith Director Elections |
Board | Not determined | FOR 12 funds |
WITHHOLD 4 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: John Barr Director Elections |
Board | Not determined | FOR 12 funds |
WITHHOLD 4 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Ronald Steinhart Director Elections |
Board | Not determined | FOR 12 funds |
WITHHOLD 4 funds |
| PEOPLES FINANCIAL SERVICES CORP. | May 11, 2024 | Election of two directors to our Board of Directors, each to serve until the 2027 Annual Meeting of Shareholders and until his successor has been elected and qualified: Richard S. Lochen, Jr. Director Elections |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| PERDOCEO EDUCATION CORP. | May 23, 2024 | Election of Directors: Leslie T. Thornton Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| PERFICIENT INC. | May 29, 2024 | Proposal to approve, on an advisory basis, a resolution relating to the 2023 compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PERMIAN RESOURCES CORP. | May 22, 2024 | To approve, by a non-binding advisory vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| PGT INNOVATIONS INC. | March 18, 2024 | To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to PGTI's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal"); Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PHINIA INC. | May 9, 2024 | Advisory approval of the compensation of our Named Executive Officers. Say-on-Pay |
Board | Not determined | FOR 11 funds |
AGAINST 2 funds |
| PHOTRONICS INC. | March 27, 2024 | To approve by non-binding advisory vote executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| PIEDMONT OFFICE REALTY TRUST INC. | May 7, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| PIPER SANDLER COMPANIES | May 23, 2024 | Election of Directors: Jonathan J. Doyle Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| PJT PARTNERS INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Proposal 2). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| PLYMOUTH INDUSTRIAL REIT INC. | June 27, 2024 | Advisory vote regarding the approval of compensation paid to our executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| PROS HOLDINGS INC. | May 15, 2024 | Advisory vote to approve executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| PROSPERITY BANCSHARES INC. | April 16, 2024 | Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| PRUDENTIAL FINANCIAL INC. | May 14, 2024 | Election of Directors: Robert M. Falzon Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| PTC INC. | February 14, 2024 | Advisory vote to approve the compensation of our named executive officers (say-on-pay). Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 5 funds |
| PUBMATIC INC. | May 31, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | AGAINST 13 funds |
FOR 9 funds |
| PULTEGROUP INC. | May 6, 2024 | Say-on-pay: Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Susan F. Davis Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| QUIDELORTHO CORP. | May 14, 2024 | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| RALPH LAUREN CORP. | August 3, 2023 | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| RBB BANCORP | May 15, 2024 | To approve, by a non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| REGIONAL MANAGEMENT CORP. | May 16, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| REV GROUP INC. | February 29, 2024 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Charles Dutil Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Jean Marie Canan Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Melanie Cox Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Mente Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ADVISORY VOTE to approve executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Edward M. Kress Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Mervyn L. Alphonso Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | Election of Directors: Richard S. Ziman Director Elections |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| RIMINI STREET INC. | June 6, 2024 | Election of Class I Director: Jack L. Acosta Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 1 fund |
| RIVIAN AUTOMOTIVE INC. | June 18, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| RMR GROUP INC (THE) | March 27, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| ROYAL CARIBBEAN CRUISES LTD (DOING BUSINESS AS ROY | May 29, 2024 | Advisory approval of the Company's compensation of its named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 2 funds |
| ROYAL CARIBBEAN CRUISES LTD. | May 29, 2024 | Election of Directors: John F. Brock Director Elections |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| RXO INC. | May 20, 2024 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| SABRE CORP. | April 24, 2024 | To approve our 2024 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| SAIA INC. | April 25, 2024 | Approve on an advisory basis the compensation of Saia's Named Executive Officers Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 2 funds |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | April 3, 2024 | Election of Directors: Miguel Galuccio Director Elections |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | April 3, 2024 | Election of Directors: Vanitha Narayanan Director Elections |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 23, 2023 | Determine the Price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | Election of Directors: Carmen V. Romeo Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | To approve the adoption of the 2024 Omnibus Equity Compensation Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| SELECT WATER SOLUTIONS INC. | May 8, 2024 | To approve the Select Water Solutions, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| SENTINELONE INC. | June 27, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| SERVICE PROPERTIES TRUST | June 14, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| SHAKE SHACK INC. | June 12, 2024 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| SHOALS TECHNOLOGIES GROUP INC. | May 2, 2024 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| SHORE BANCSHARES INC. | May 30, 2024 | Adopt a non-binding advisory resolution approving the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Allan Hubbard Director Elections |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Gary M. Rodkin Director Elections |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Glyn F. Aeppel Director Elections |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Larry C. Glasscock Director Elections |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Peggy Fang Roe Director Elections |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| SIMPLY GOOD FOODS CO. | January 18, 2024 | Election of the 12 director nominees: Joseph E. Scalzo Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| SINCLAIR INC. | June 11, 2024 | Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Christine A. Heckart Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| SITIME CORP. | May 30, 2024 | Election of Directors: Edward H. Frank Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| SITIME CORP. | May 30, 2024 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| SKYWORKS SOLUTIONS INC. | May 14, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| SMARTFINANCIAL INC. | May 23, 2024 | To approve, on a non-binding advisory basis, the compensation of SmartFinancial's named executive officers as listed in these proxy materials. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| SOLARIS OILFIELD INFRASTRUCTURE INC. | May 14, 2024 | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: B. Scott Smith Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: David Bruton Smith Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: William I. Belk Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| SONOS INC. | March 11, 2024 | Advisory approval of the named executive officer compensation (the say-on-pay vote) Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| SOUTHERN FIRST BANCSHARES INC. | May 21, 2024 | To conduct an advisory vote on the compensation of our named executive officers as disclosed in this proxy statement (this is a non-binding, advisory vote). Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| SOUTHWEST AIRLINES CO. | May 15, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| SPIRIT AIRLINES INC. | June 7, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the attached Proxy Statement pursuant to executive compensation disclosure rules under the Securities Exchange Act of 1934, as amended; Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | 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 8 funds |
AGAINST 1 fund |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | Election of Directors: Steven R. Becker Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Barry McCarthy (B Director) Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Daniel Ek (A Director) Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Martin Lorentzon (A Director) Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
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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.