Home › Asset managers › Compare 2023-2024 › Dimensional vs WisdomTree
Dimensional 2023-2024 · WisdomTree 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 71,740 | 69,270 | 2,188 | 282 | 96.9% | 96.8% |
| Board proposals | 58,062 | 55,906 | 2,028 | 128 | 96.5% | 96.4% |
| E&S shareholder proposals | 380 | 254 | 3 | 123 | 98.8% | 93.1% |
| Other items | 13,298 | 13,110 | 157 | 31 | 98.8% | 98.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
2,470 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 | Dimensional | WisdomTree |
|---|---|---|---|---|---|---|
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
AGAINST 7 funds |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
FOR 7 funds |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
FOR 7 funds |
| ADVANCED MICRO DEVICES INC. | May 8, 2024 | Stockholder proposal regarding special meeting right. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 6 funds |
| AENA S.M.E. SA | April 18, 2024 | Advisory Vote on Company's 2023 Updated Report on Climate Action Plan Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum or if there are insufficient votes to adopt any proposal (other than Proposal 7) Corporate Governance |
Other | For | AGAINST 17 funds |
FOR 7 funds |
| ALLSTATE CORP. | May 14, 2024 | Stockholder proposal on independent chair. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 5 funds |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to golden parachutes. Compensation |
Other | Against | FOR 15 funds |
AGAINST 8 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Shareholder Proposal Requesting a Director Resignation By-Law. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 8 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Shareholder Proposal Requesting an Independent Board Chair Policy. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 8 funds |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to call a special meeting. Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 8 funds |
| AMPHENOL CORP. | May 16, 2024 | Stockholder Proposal regarding Special Shareholder Meeting Improvement Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 9 funds |
| AMUNDI SA | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| ANSYS INC. | June 7, 2024 | Stockholder Proposal Requesting the Adoption of a Shareholder Right to Call a Special Shareholder Meeting, if Properly Presented Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 6 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 23, 2024 | Stockholder Proposal Regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 7 funds |
| ARKO CORP. | June 6, 2024 | Approval of a stockholder proposal to have an independent board chairman. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 3 funds |
| ARTIENCE CO. LTD. | March 26, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 6 funds |
| AT&T INC. | May 16, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 5 funds |
| AVIAT NETWORKS INC. | November 8, 2023 | Amendment No. 1 to the Amended and Restated Tax Benefit Preservation Plan dated as of February 28, 2023, by and between the Company and Computershare Inc. as Rights Agent. Shareholder Rights and Defenses |
Other | For | AGAINST 19 funds |
FOR 1 fund |
| AVIVA PLC | May 2, 2024 | Approve Climate-Related Financial Disclosure Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 2 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 9 funds |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Shareholder Proposal - Executives to Retain Significant Stock Compensation |
Other | Against | FOR 15 funds |
AGAINST 3 funds |
| BOOKING HOLDINGS INC. | June 4, 2024 | Stockholder proposal requesting a non-binding stockholder vote to amend the Company's clawback policy. Compensation |
Other | Not determined | FOR 14 funds |
AGAINST 6 funds |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Shareholder Proposal on Executive Retention of Significant Stock Compensation |
Other | Against | FOR 18 funds |
AGAINST 10 funds |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 10 funds |
| BUNKA SHUTTER CO. LTD. | June 18, 2024 | Approve Additional Allocation of Income so that Payout Ratio Will Come to 100 Percent Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 4 funds |
| CADENCE BANK | April 24, 2024 | Amend Right to Act by Written Consent Corporate Governance |
Other | For | FOR 19 funds |
AGAINST 4 funds |
| CANADIAN NATIONAL RAILWAY CO. | April 26, 2024 | Management Advisory Vote on Climate Change Environment or Climate |
Other | For | AGAINST 10 funds |
FOR 1 fund |
| CANADIAN PACIFIC KANSAS CITY LTD. | April 24, 2024 | Management Advisory Vote on Climate Change Environment or Climate |
Other | For | AGAINST 7 funds |
FOR 1 fund |
| CAPITAL ONE FINANCIAL CORP. | May 2, 2024 | Stockholder proposal requesting a director election resignation bylaw. Corporate Governance |
Other | Not determined | FOR 16 funds |
AGAINST 7 funds |
| CARDINAL HEALTH INC. | November 15, 2023 | Shareholder proposal regarding executives retaining significant stock, if properly presented Compensation |
Other | Against | FOR 15 funds |
AGAINST 10 funds |
| CARLYLE GROUP INC. | May 29, 2024 | Shareholder Proposal to Adopt Improved Shareholder Right to Call a Special Shareholder Meeting Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 4 funds |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 6 funds |
| CBOE GLOBAL MARKETS INC. | May 16, 2024 | Advisory vote on a stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 4 funds |
| CHUBU ELECTRIC POWER CO. INC. | June 26, 2024 | Amend Articles to Add Provision on Director Competencies to Manage Climate-Related Business Risks and Opportunities Environment or Climate |
Other | Against | AGAINST 2 funds |
FOR 4 funds |
| CHUY'S HOLDINGS INC. | July 27, 2023 | Approval of an amendment to the Company's Bylaws to add an exclusive forum provision. Shareholder Rights and Defenses |
Other | For | FOR 19 funds |
AGAINST 1 fund |
| CIGNA GROUP | April 24, 2024 | Shareholder proposal - improve the shareholder right to call a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 9 funds |
| CITIZEN WATCH CO. LTD. | June 25, 2024 | Remove Incumbent Statutory Auditor Akatsuka, Noboru Audit-related |
Other | Against | FOR 3 funds |
AGAINST 7 funds |
| CNO FINANCIAL GROUP INC. | May 9, 2024 | Approval of the adoption of the Amended and Restated Section 382 Shareholder Rights Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 17 funds |
FOR 4 funds |
| COLGATE-PALMOLIVE CO. | May 10, 2024 | Stockholder proposal on independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| CONAGRA BRANDS INC. | September 14, 2023 | Shareholder proposal requesting a shareholder right to call a special shareholder meeting, if properly presented Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 10 funds |
| CORPAY INC. | June 6, 2024 | Shareholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 4 funds |
| CROWN CASTLE INC. | May 22, 2024 | The Boots Capital proposal, if properly presented at the Annual Meeting, to repeal each provision of, or amendment to, the Company's By-laws adopted by the Board without the approval of the stockholders of the Company since December 19, 2023. Corporate Governance |
Other | Contested | AGAINST 5 funds |
FOR 8 funds |
| CSP INC. | June 26, 2024 | To approve any adjournment of the Special Meeting from time to time, if necessary or appropriate, including to solicit additional votes in favor of Proposal 1 if there are not sufficient votes at the time of the Special Meeting to adopt Proposal 1 or to establish a quorum. Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 1 fund |
| CUMMINS INC. | May 14, 2024 | The shareholder proposal regarding requiring an independent Chairman of the Board. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 6 funds |
| CVS HEALTH CORP. | May 16, 2024 | Stockholder Proposal to Prohibit the Re-nomination of Any Director Who Fails to Receive a Majority Vote. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 7 funds |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting that Danaher amend its governing documents to reduce the percentage of shares required for shareholders to call a special meeting of shareholders from 25% to 15%. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 7 funds |
| DB HITEK CO. LTD. | March 28, 2024 | Elect Yoon Young-mok as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal) Director Elections |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding shareholder ratification of golden parachutes Compensation |
Other | Against | FOR 20 funds |
AGAINST 9 funds |
| DOLLAR TREE INC. | June 20, 2024 | Shareholder proposal regarding an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 3 funds |
| DOMINION ENERGY INC. | May 7, 2024 | Shareholder Proposal Regarding a Policy to Require an Independent Chair Corporate Governance |
Other | Against | AGAINST 8 funds |
FOR 8 funds |
| DOW INC. | April 11, 2024 | Stockholder Proposal - Shareholder Right to Act by Written Consent Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 11 funds |
| DUKE ENERGY CORP. | May 9, 2024 | Shareholder proposal regarding executives to retain significant stock Compensation |
Other | Not determined | FOR 8 funds |
AGAINST 8 funds |
| ECOLAB INC. | May 2, 2024 | Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting. Corporate Governance |
Other | Not determined | AGAINST 12 funds |
FOR 7 funds |
| EDP-ENERGIAS DE PORTUGAL SA | April 10, 2024 | Approve Progress Report on 2030 Climate Change Plan Environment or Climate |
Other | For | AGAINST 1 fund |
FOR 6 funds |
| EMERALD HOLDING INC. | May 21, 2024 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by recent amendments to Delaware law. Corporate Governance |
Other | For | FOR 10 funds |
AGAINST 1 fund |
| EMPIRIC STUDENT PROPERTY PLC | May 22, 2024 | Approve the Company's Future ESG Commitments Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| EMPLOYERS HOLDINGS INC. | May 23, 2024 | Ratification of amendment to the Bylaws. Shareholder Rights and Defenses |
Other | For | FOR 20 funds |
AGAINST 2 funds |
| ERAMET SA | May 30, 2024 | Approve Company's Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 12 funds |
| ESSENTRA PLC | May 23, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 2 funds |
| EXELON CORP. | April 30, 2024 | Shareholder proposal regarding the right to call a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 8 funds |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding amendment to clawback policy. Compensation |
Other | Against | FOR 15 funds |
AGAINST 8 funds |
| FERGUSON PLC | May 30, 2024 | RESOLVED, that, on an advisory basis, the exclusive forum provisions in the proposed amended and restated certificate of incorporation of Ferguson Enterprises Inc. be, and are hereby, authorized. Shareholder Rights and Defenses |
Other | For | FOR 15 funds |
AGAINST 1 fund |
| FERROVIAL SE | April 11, 2024 | Approve Climate Strategy Report Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| FIRST SOLAR INC. | May 8, 2024 | Stockholder proposal to adopt a shareholder right to call a special shareholder meeting Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 3 funds |
| GEA GROUP AG | April 30, 2024 | Approve Climate Roadmap 2040 Environment or Climate |
Other | For | AGAINST 1 fund |
FOR 6 funds |
| GECINA | April 25, 2024 | APPROVE COMPANY'S AMBITION TO REDUCE GREENHOUSE GAS EMISSIONS FROM ITS OPERATING BUILDINGS (ADVISORY) Environment or Climate |
Other | For | AGAINST 1 fund |
FOR 5 funds |
| GENERAL ELECTRIC CO. | May 7, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 8 funds |
| GENERAL MILLS INC. | September 26, 2023 | Shareholder Proposal - Adopt a Shareholder Right to Call a Special Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 9 funds |
| GESTAMP AUTOMOCION | May 9, 2024 | ADVISORY VOTE ON THE ESG 2025 STRATEGIC PLAN Environment or Climate |
Other | For | AGAINST 3 funds |
FOR 6 funds |
| GILEAD SCIENCES INC. | May 8, 2024 | To vote on a stockholder proposal requesting that the Board adopt a policy requiring the Company's named executive officers to retain at least 25% of net-after tax shares of stock acquired through equity pay programs until reaching normal retirement age (at least age 60). Compensation |
Other | Against | FOR 18 funds |
AGAINST 12 funds |
| GLENCORE PLC | May 29, 2024 | Approve 2024-2026 Climate Action Transition Plan Environment or Climate |
Other | For | AGAINST 11 funds |
ABSTAIN 1 fund |
| HACHIJUNI BANK LTD. | June 21, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to JPY 62 Capital Structure |
Other | Against | FOR 4 funds |
AGAINST 3 funds |
| HACHIJUNI BANK LTD. | June 21, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 4 funds |
AGAINST 3 funds |
| HF SINCLAIR CORP. | May 22, 2024 | Stockholder proposal regarding special shareholder meeting improvement, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 6 funds |
| HOLCIM AG | May 8, 2024 | APPROVE CLIMATE REPORT Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 8 funds |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Enhancements to the Company's Clawback Policy Compensation |
Other | Against | FOR 14 funds |
AGAINST 8 funds |
| HONEYWELL INTERNATIONAL INC. | May 14, 2024 | Shareowner Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 9 funds |
| HONGKONG LAND HOLDINGS LTD. | May 8, 2024 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| HOPE BANCORP INC. | May 23, 2024 | Approval of an amendment to the Company's Certificate of Incorporation to add a forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 20 funds |
AGAINST 4 funds |
| HOUSE FOODS GROUP INC. | June 25, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 5 funds |
AGAINST 3 funds |
| HOVNANIAN ENTERPRISES INC. | March 21, 2024 | Approval of an amendment to the Company's Stockholder Rights Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 19 funds |
FOR 1 fund |
| ILLINOIS TOOL WORKS INC. | May 3, 2024 | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay. Compensation |
Other | Against | FOR 15 funds |
AGAINST 7 funds |
| INTERCONTINENTAL EXCHANGE INC. | May 17, 2024 | A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 7 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Right to Act by Written Consent Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 10 funds |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Shareowner Proposal Concerning Shareowner Opportunity to Vote on Excessive Golden Parachutes Compensation |
Other | Against | FOR 21 funds |
AGAINST 9 funds |
| JABIL INC. | January 25, 2024 | Consider and act upon the stockholder proposal described in this proxy statement, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 19 funds |
FOR 9 funds |
| JPMORGAN CHASE & CO. | May 21, 2024 | Independent board chairman Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 8 funds |
| JPMORGAN CHASE & CO. | May 21, 2024 | Shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | FOR 17 funds |
AGAINST 8 funds |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting adoption of a policy requiring the Board Chair to be an independent director, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| KEYCORP | May 9, 2024 | Shareholder proposal seeking an independent Board Chairperson. Corporate Governance |
Other | Against | AGAINST 20 funds |
FOR 2 funds |
| KUMAGAI GUMI CO. LTD. | June 27, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to JPY 160 Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 5 funds |
| KYOKUTO KAIHATSU KOGYO CO. LTD. | June 26, 2024 | Approve Additional Dividend so that Dividend Equals to Either 100 Percent of Earnings per Share or 6 Percent of Net Asset per Share whichever Is Higher Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 2 funds |
| LINCOLN NATIONAL CORP. | May 23, 2024 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 6 funds |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting Reduction in Threshold to Call Special Stockholder Meetings Corporate Governance |
Other | Not determined | AGAINST 13 funds |
FOR 10 funds |
| LSB INDUSTRIES INC. | May 23, 2024 | Proposal to approve the Amended and Restated Section 382 Rights Agreement in order to extend the term of the Company's existing rights plan. Shareholder Rights and Defenses |
Other | For | AGAINST 18 funds |
FOR 1 fund |
| LUMEN TECHNOLOGIES INC. | May 15, 2024 | Ratify the Amendment and Restatement of Our NOL Rights Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| MARKETAXESS HOLDINGS INC. | June 5, 2024 | If properly presented, a stockholder proposal to adopt a right to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 5 funds |
| MARSH & MCLENNAN COMPANIES INC. | May 16, 2024 | Stockholder Proposal - Shareholder Right to Act by Written Consent Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 9 funds |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a director election resignation bylaw Corporate Governance |
Other | Against | FOR 14 funds |
AGAINST 8 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.