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 |
|---|---|---|---|---|---|---|
| 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 |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Shishir Samir Mehrotra (A Director) Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| SPROUT SOCIAL INC. | May 22, 2024 | To conduct an advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of SS&C Technologies Holdings, Inc. Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| ST. JOE CO. | May 14, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| STAAR SURGICAL CO. | June 20, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| STARBUCKS CORP. | March 13, 2024 | To approve, on a nonbinding, advisory basis, the compensation paid to Starbucks named executive officers ("say-on-pay"). Say-on-Pay |
Board | Contested | FOR 17 funds |
AGAINST 9 funds |
| STEEL DYNAMICS INC. | May 9, 2024 | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | Not determined | FOR 16 funds |
AGAINST 9 funds |
| STEELCASE INC. | July 12, 2023 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Timothy C. E. Brown Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| STEM INC. | May 29, 2024 | To approve the Stem, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| STEM INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AMENDMENTS TO THE STEVEN MADDEN, LTD. 2019 INCENTIVE COMPENSATION PLAN. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE, BY NON-BINDING ADVISORY VOTE, THE EXECUTIVE COMPENSATION DESCRIBED IN THE STEVEN MADDEN, LTD. PROXY STATEMENT. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| SUN COMMUNITIES INC. | May 14, 2024 | To approve, by a non-binding advisory vote, executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 6 funds |
| SYNCHRONY FINANCIAL | June 11, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| T. ROWE PRICE ASSOC INC. | May 7, 2024 | Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| TARGA RESOURCES CORP. | May 16, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| TARGET HOSPITALITY CORP. | May 23, 2024 | Advisory Vote on Executive Compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| TE CONNECTIVITY LTD. | March 13, 2024 | Election of eleven (11) director nominees proposed by the Board of Directors: Heath A. Mitts Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 2 funds |
| TECHTARGET INC. | June 4, 2024 | Election of Directors: Robert D. Burke Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: Kenneth H. Paulus Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Denise R. Singleton Director Elections |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| TENABLE HOLDINGS INC. | May 22, 2024 | To approve, on a non-binding 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 3 funds |
| TENET HEALTHCARE CORP. | May 22, 2024 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Dennis Polk Director Elections |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Douglas M. Pasquale Director Elections |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: LeRoy E. Carlson Director Elections |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Michael A. Coke Director Elections |
Board | For | FOR 11 funds |
AGAINST 3 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve the redomestication of Tesla from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to ratify the 100% performance-based stock option award to Elon Musk that was proposed to and approved by our stockholders in 2018. Compensation |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TETRA TECHNOLOGIES INC. | May 21, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To approve, by non-binding advisory vote, the executive compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| THE TRADE DESK, INC. | May 28, 2024 | The approval of The Trade Desk, Inc. 2024 Employee Stock Purchase Plan, which is an amendment and restatement of our 2016 Employee Stock Purchase Plan Capital Structure |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| THIRD COAST BANCSHARES INC. | May 30, 2024 | To elect four (4) Class B directors: Troy A. Glander Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| THOUGHTWORKS HOLDING INC. | June 4, 2024 | To approve on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TIMBERLAND BANCORP INC. | January 23, 2024 | Advisory (non-binding) approval of the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| TITAN INTERNATIONAL INC. | June 13, 2024 | To approve, in a non-binding advisory vote, the 2023 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| TORRID HOLDINGS INC. | June 6, 2024 | ADVISORY VOTE ON THE COMPENSATION PAID TO THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| TOWNSQUARE MEDIA INC. | May 9, 2024 | Approval of the Amended and Restated Townsquare Media, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
← Previous Page 6 of 8 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.