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 |
|---|---|---|---|---|---|---|
| TPG INC. | June 5, 2024 | Election of Directors: Deborah Messemer Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Gunther Bright Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jack Weingart Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Ganendran Sarvananthan Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jack Weingart Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jeffrey Rhodes Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Josh Baumgarten Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TRAVELERS COMPANIES INC. | May 15, 2024 | Non-binding vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| TRI POINTE HOMES INC. | April 17, 2024 | Approval, on a non-binding, advisory basis, of the compensation of Tri Pointe Homes, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| TRONOX HOLDINGS PLC | May 8, 2024 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| TRUEBLUE INC. | May 15, 2024 | To approve, by advisory vote, compensation for our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: John H. Tyson Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mike Beebe Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| U.S. BANCORP | April 16, 2024 | An advisory vote to approve the compensation of our executives disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Election of Directors: David Trujillo Director Elections |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| UBIQUITI INC. | December 7, 2023 | Election of a Director: Robert J. Pera Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Katherine A. Cattanach Director Elections |
Board | For | FOR 18 funds |
AGAINST 5 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To participate in an advisory vote to approve the compensation paid to our Named Executives. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| UIPATH INC. | June 20, 2024 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| UMH PROPERTIES INC. | May 29, 2024 | An advisory resolution to approve the compensation of the Company's executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve, on a Nonbinding Advisory Basis, the Compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2024 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | AGAINST 14 funds |
FOR 7 funds |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| UNITED STATES LIME & MINERALS INC. | May 2, 2024 | To approve an amendment to the Restated Articles of Incorporation, as amended, to increase the number of shares of authorized common stock from 30,000,000 to 45,000,000. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| UNITY SOFTWARE INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Advisory (nonbinding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Election of twelve directors: Kimberly D. Campos Director Elections |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| UPWORK INC. | June 7, 2024 | Election of Class III directors to serve until the 2027 annual meeting of stockholders: Hayden Brown Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| URBAN EDGE PROPERTIES | May 1, 2024 | The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| US FOODS HOLDING CORP. | May 15, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| USANA HEALTH SCIENCES INC. | May 6, 2024 | Approve on an advisory basis the Company's executive compensation, commonly referred to as a "Say on Pay" proposal. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| UWM HOLDINGS CORP. | June 4, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| VALERO ENERGY CORP. | May 15, 2024 | Advisory vote to approve the 2023 compensation of named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| VALHI INC. | May 23, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Advisory vote to approve named executive office compensation. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 7 funds |
| VICI PROPERTIES INC. | April 30, 2024 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| VILLAGE SUPER MARKET INC. | December 15, 2023 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| VIMEO INC. | May 21, 2024 | Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| VIPER ENERGY INC. | June 4, 2024 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| W. P. CAREY INC. | June 13, 2024 | To Approve the Advisory Resolution on Executive Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Say on Pay proposal to approve on a non-binding advisory basis the compensation of W.W. Grainger, Inc.'s Named Executive Officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To approve the amended and restated Warner Bros. Discovery, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| WASTE CONNECTIONS INC. | May 17, 2024 | Say-on-Pay - 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 | FOR 5 funds |
AGAINST 2 funds |
| WESBANCO INC. | April 17, 2024 | To approve an advisory (non-binding) vote on executive compensation paid to Wesbanco's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| WEST BANCORPORATION | April 25, 2024 | To approve, on a nonbinding basis, the 2023 compensation of the named executive officers disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | May 16, 2024 | Approve an advisory (non-binding) resolution to approve the 2023 named executive officer compensation Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | Election of Directors: William Ready Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| WK KELLOGG CO. | May 2, 2024 | A non-binding advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 11 funds |
AGAINST 3 funds |
| WORKIVA INC. | May 30, 2024 | Approval of the Amendment and Restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| WORKIVA INC. | May 30, 2024 | Approval, on an advisory basis, of the compensation of Workiva's Named Executive Officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Martin Emiliano Escobari Lifchitz as an independent director. Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| ZIONS BANCORPORATION, N.A | April 26, 2024 | Election of Directors: Scott J. McLean Director Elections |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| 3M CO. | May 14, 2024 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 1 FOR, 4 AGAINST |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Amy E. Hood Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 4 AGAINST |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Anne H. Chow Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 4 AGAINST |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Gregory R. Page Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 4 AGAINST |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: James R. Fitterling Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 4 AGAINST |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Suzan Kereere Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 4 AGAINST |
| ANTERO MIDSTREAM CORP. | June 5, 2024 | To approve, on an advisory basis, the compensation of Antero Midstream Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 6 AGAINST |
| AVANGRID INC. | July 18, 2023 | APPROVE, ON AN ADVISORY BASIS, NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 12 funds |
Split 1 FOR, 7 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 1 FOR, 6 AGAINST |
| CME GROUP INC. | May 9, 2024 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 16 funds |
Split 1 FOR, 7 AGAINST |
| CME GROUP INC. | May 9, 2024 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | Not determined | FOR 14 funds |
Split 1 FOR, 7 AGAINST |
| CORNING INC. | May 2, 2024 | Election of Directors: Hansel E. Tookes II Director Elections |
Board | Not determined | FOR 13 funds |
Split 1 FOR, 9 AGAINST |
| DOCUSIGN INC. | May 29, 2024 | Election of Class III Directors: Peter Solvik Director Elections |
Board | For | AGAINST 9 funds |
Split 1 FOR, 4 AGAINST |
| DUN & BRADSTREET HOLDINGS INC. | June 12, 2024 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
Split 1 FOR, 3 AGAINST |
| ELECTRONIC ARTS INC. | August 10, 2023 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 1 FOR, 10 AGAINST |
| ELEMENT SOLUTIONS INC. | June 4, 2024 | Election of Directors: Christopher T. Fraser Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 3 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 1 FOR, 9 AGAINST |
| HEWLETT PACKARD ENTERPRISE CO. | April 10, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
Split 1 FOR, 7 AGAINST |
| HEWLETT PACKARD ENTERPRISE CO. | April 10, 2024 | Election of Directors: Gary M. Reiner Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 7 AGAINST |
| INTERCONTINENTAL EXCHANGE INC. | May 17, 2024 | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
Split 1 FOR, 6 AGAINST |
| LINCOLN NATIONAL CORP. | May 23, 2024 | The approval of an amendment to the Lincoln National Corporation 2020 Incentive Compensation Plan. Compensation |
Board | For | FOR 12 funds |
Split 1 FOR, 5 AGAINST |
| MDU RESOURCES GROUP INC. | May 14, 2024 | Advisory Vote to Approve the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 10 funds |
Split 1 FOR, 3 AGAINST |
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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.