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Dimensional vs WisdomTree: how alike they voted, 2023-2024

96.9% When both took a single position, they voted the same way on 96.9% of 71,458 items (69,270 the same, 2,188 different). 282 items where at least one of them split its funds are listed separately below. Both voted on 71,740 items in all.

Dimensional 2023-2024 · WisdomTree 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

3 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

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.