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
678 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 |
|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors: N. McKinstry Director Elections |
Board | For | AGAINST 16 funds |
FOR 8 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: David H. Wang Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Haiping Dun Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| ACME UNITED CORP. | April 22, 2024 | Approval of an amendment to the 2022 Employee Stock Option Plan to increase the number of shares authorized for issuance as described in the proxy statement. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ACNB CORP. | May 7, 2024 | TO CONDUCT A NON-BINDING VOTE ON EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| ADAPTHEALTH CORP. | June 20, 2024 | Say-on-Pay - Non-binding advisory vote to approve the compensation paid to AdaptHealth's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| ADT INC. | May 22, 2024 | Approval of an amendment to the omnibus incentive plan to increase the number of shares of common stock authorized for issuance thereunder and extend the term Compensation |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| ADVANTAGE SOLUTIONS INC. | May 29, 2024 | To approve, on an advisory (non-binding) basis, the compensation of Advantage Solutions Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| AERSALE CORP. | June 4, 2024 | Election of Directors: General C. Robert Kehler Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| AGILYSYS INC. | August 21, 2023 | Election of Directors: Michael A. Kaufman Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Madhu Ranganathan Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | To approve, on an advisory basis, our named executive officer compensation Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| ALARM.COM HOLDINGS INC. | June 5, 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 9 funds |
AGAINST 1 fund |
| ALBANY INTERNATIONAL CORP. | May 10, 2024 | To approve, by nonbinding advisory vote, executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| ALBERTSONS COMPANIES INC. | August 3, 2023 | Hold the annual, non-binding, advisory vote on our executive compensation program. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Maria C. Freire Director Elections |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Michael A. Woronoff Director Elections |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Richard H. Klein Director Elections |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Steven R. Hash Director Elections |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| ALLY FINANCIAL INC. | May 7, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: K. Ram Shriram Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: L. John Doerr Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: Robin L. Washington Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| AMBAC FINANCIAL GROUP INC. | June 5, 2024 | To approve Ambac's 2024 Incentive Compensation Plan Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| AMBARELLA INC. | June 12, 2024 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| AMERICAN FINANCIAL GROUP INC. | May 23, 2024 | Advisory vote on compensation of named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| AMES NATIONAL CORP. | April 24, 2024 | Election of Directors, who will serve a three-year term: John L. Pierschbacher Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: Deb Autor Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: Emily Peterson Alva Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: J. Kevin Buchi Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: Jeff George Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: John Kiely Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: Paul Meister Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AMPHASTAR PHARMACEUTICALS INC. | June 3, 2024 | To approve the amendment and restatement of our 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| APARTMENT INCOME REIT CORP. | June 25, 2024 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: James Zelter Director Elections |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Lynn Swann Director Elections |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Marc Beilinson Director Elections |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Mitra Hormozi Director Elections |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: Scott Kleinman Director Elections |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| APPFOLIO INC. | June 14, 2024 | Advisory approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | WITHHOLD 6 funds |
FOR 3 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: ADAM FOROUGHI Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: ALYSSA HARVEY DAWSON Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: HERALD CHEN Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
| APTIV PLC | April 24, 2024 | Say-on-Pay - To approve, by advisory vote, executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| ARCBEST CORP. | April 26, 2024 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| ARCHER DANIELS MIDLAND CO. | May 23, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| ARCHROCK INC. | April 25, 2024 | Advisory, non-binding vote to approve the compensation provided to our Named Executive Officers for 2023 Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| ARCTURUS THERAPEUTICS HOLDINGS INC. | June 14, 2024 | To approve an amendment to the Amended and Restated 2019 Omnibus Equity Incentive Plan (as amended, the "Plan") to, among other things, increase the maximum number of shares of common stock available to Plan participants thereunder by 2,000,000 shares to an aggregate of 10,750,000 shares, as provided in Proposal Number 2 of the Proxy Statement. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Antoinette Bush Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Ashish Bhutani Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Bennett Rosenthal Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: David B. Kaplan Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Eileen Naughton Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael J Arougheti Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael Lynton Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Paul G. Joubert Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: R. Kipp deVeer Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| ASURE SOFTWARE INC. | May 20, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Enrique Salem Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Heather M. Fernandez Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Michael Cannon-Brookes Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Scott Farquhar Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ATMOS ENERGY CORP. | February 7, 2024 | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2023 (''Say-on-Pay''). Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Advisory vote to approve the executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 1 fund |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Election of Directors: Gretchen R. Haggerty Director Elections |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Election of Directors: Jane A. Leipold Director Elections |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Jacqueline A. Travisano Director Elections |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| AVANTAX INC | November 21, 2023 | Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| AVIDXCHANGE HOLDINGS INC. | June 20, 2024 | A proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| AVIENT CORP. | May 16, 2024 | Approval, on an advisory basis, of Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| AXOGEN INC. | June 5, 2024 | To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| AXOGEN INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| AXON ENTERPRISE INC. | May 10, 2024 | Election of ten directors of the Company named in the proxy statement: Adriane Brown Director Elections |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| AZZ INC. | July 11, 2023 | Approve, on an advisory basis, AZZ's Executive Compensation Program. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| BANCFIRST CORP. | May 23, 2024 | Election of Directors: Bill G. Lance Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BANCFIRST CORP. | May 23, 2024 | Election of Directors: Gregory G. Wedel Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BANCFIRST CORP. | May 23, 2024 | Election of Directors: Joe R. Goyne Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BANCFIRST CORP. | May 23, 2024 | Election of Directors: Joseph Ford Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BANCFIRST CORP. | May 23, 2024 | Election of Directors: William Scott Martin Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BANCORP INC. | May 29, 2024 | Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| BANCORP INC. | May 29, 2024 | Election of ten directors to serve for a term of one year: Daniela A. Mielke Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| BANDWIDTH INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| BANK7 CORP. | May 15, 2024 | Advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BANKUNITED INC. | May 15, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| BARRETT BUSINESS SERVICES INC. | June 3, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| BASSETT FURNITURE INDUSTRIES INC. | March 6, 2024 | PROPOSAL to consider and act on an advisory vote regarding the approval of compensation paid to certain executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Election of Directors: Cathy R. Smith Director Elections |
Board | For | AGAINST 13 funds |
FOR 3 funds |
| BAYCOM CORP. | June 18, 2024 | An advisory (non-binding) vote on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| BCB BANCORP INC. | April 25, 2024 | The election as Directors of all nominees listed below: Joseph Lyga Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| BEAZER HOMES USA INC. | February 8, 2024 | An advisory vote regarding the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 1 fund |
| BENTLEY SYSTEMS INC. | May 23, 2024 | To approve, on an advisory (non-binding) basis, the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| BGSF INC. | August 9, 2023 | Approval of Amendments to the BGSF, Inc. 2013 Long-Term Incentive Plan, including to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| BIGCOMMERCE HOLDINGS INC. | May 16, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| BILL HOLDINGS INC. | December 7, 2023 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| BIOTE CORP. | May 21, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and Audit-related |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| BLACKLINE INC. | May 9, 2024 | Approval, on a non-binding, advisory basis, of the 2023 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.