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
707 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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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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.