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
282 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 |
|---|---|---|---|---|---|---|
| SKYWORKS SOLUTIONS INC. | May 14, 2024 | To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
AGAINST 8 funds |
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 12 AGAINST |
AGAINST 8 funds |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 8 AGAINST |
AGAINST 7 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 10 AGAINST |
AGAINST 6 funds |
| THE TIMKEN COMPANY | May 3, 2024 | Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 16 AGAINST |
AGAINST 3 funds |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 12 AGAINST |
Split 1 FOR, 6 AGAINST |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 6 AGAINST |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding corporate climate lobbying. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 13 AGAINST |
AGAINST 7 funds |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | Split 3 FOR, 13 AGAINST |
AGAINST 10 funds |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 11 AGAINST |
AGAINST 7 funds |
| WALMART INC. | June 5, 2024 | Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 12 AGAINST |
AGAINST 7 funds |
| WALMART INC. | June 5, 2024 | Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 13 AGAINST |
AGAINST 7 funds |
| WEIS MARKETS INC. | May 2, 2024 | Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 16 AGAINST |
AGAINST 3 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Audit of Climate Transition Policies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Report on Risks of Politicized De-Banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 13 AGAINST |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 6 AGAINST |
| WESTLAKE CORP. | May 9, 2024 | A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans. Environment or Climate |
Shareholder (E&S) | Not determined | Split 1 FOR, 13 AGAINST |
AGAINST 5 funds |
| WINGSTOP INC. | May 23, 2024 | Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 9 AGAINST |
AGAINST 4 funds |
| 3M CO. | May 14, 2024 | Shareholder proposal on enhanced share ownership policy. Compensation |
Other | Against | AGAINST 16 funds |
Split 1 FOR, 4 AGAINST |
| BALOISE HOLDING AG | April 26, 2024 | Additional Voting Instructions - Board of Directors Proposals (Voting) Corporate Governance |
Other | For | AGAINST 6 funds |
Split 1 FOR, 5 AGAINST |
| BALOISE HOLDING AG | April 26, 2024 | Amend Articles Re: Qualified Majority for Adoption of Resolutions Corporate Governance |
Other | Against | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| BALOISE HOLDING AG | April 26, 2024 | Amend Articles Re: Regulation on Nominees Corporate Governance |
Other | Against | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| BALOISE HOLDING AG | April 26, 2024 | Amend Articles Re: Removal of Restrictions on Registration and Voting Rights Corporate Governance |
Other | Against | FOR 6 funds |
Split 5 FOR, 1 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting right to act by written consent Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 1 FOR, 8 AGAINST |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented Environment or Climate |
Other | Against | Split 3 FOR, 13 AGAINST |
AGAINST 2 funds |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion |
Other | Against | Split 3 FOR, 13 AGAINST |
AGAINST 2 funds |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting an Independent Board Chairman policy. Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 1 FOR, 8 AGAINST |
| CLARIANT AG | April 9, 2024 | Additional Voting Instructions - Board of Directors Proposals (Voting) Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 7 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Approve Waiver of Rule 9 of the Takeover Code Shareholder Rights and Defenses |
Other | For | AGAINST 6 funds |
Split 1 FOR, 4 AGAINST |
| CSX CORP. | May 8, 2024 | A shareholder proposal requesting a railroad safety committee. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 1 FOR, 8 AGAINST |
| DOLBY LABORATORIES INC. | February 6, 2024 | Amendment of the Company's Bylaws to add a forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 11 funds |
Split 1 FOR, 6 AGAINST |
| ELECTRONIC ARTS INC. | August 10, 2023 | To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, on termination pay. Compensation |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 10 AGAINST |
| FORTIVE CORP. | June 4, 2024 | To consider and act upon a shareholder proposal to approve an amendment to Fortive's Bylaws to require shareholder approval of director compensation. Compensation |
Other | Not determined | AGAINST 16 funds |
Split 1 FOR, 6 AGAINST |
| HOLCIM LTD. | May 8, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 7 AGAINST |
| HOWMET AEROSPACE INC. | May 22, 2024 | Shareholder Proposal regarding shareholder opportunity to vote on excessive golden parachutes. Compensation |
Other | Against | AGAINST 17 funds |
Split 1 FOR, 7 AGAINST |
| HP INC. | April 22, 2024 | Stockholder proposal requesting that HP Inc.'s Board of Directors adopt a policy to seek stockholder approval of any senior managers' new or renewed pay package that provides for certain severance or termination payments, if properly presented at the annual meeting Compensation |
Other | Against | AGAINST 14 funds |
Split 1 FOR, 10 AGAINST |
| INVESCO LTD. | May 23, 2024 | Shareholder proposal to request shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | FOR 21 funds |
Split 1 FOR, 1 AGAINST |
| NASDAQ INC. | June 11, 2024 | A Shareholder Proposal entitled "Special Shareholder Meeting Improvement" Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 1 FOR, 6 AGAINST |
| NISOURCE INC. | May 13, 2024 | To consider a stockholder proposal requesting that our Board of Directors amend bylaws requiring stockholder approval of director compensation. Compensation |
Other | Against | AGAINST 9 funds |
Split 1 FOR, 5 AGAINST |
| OTIS WORLDWIDE CORP. | May 16, 2024 | Shareholder proposal regarding policy on majority voting in director elections Corporate Governance |
Other | Against | FOR 15 funds |
Split 1 FOR, 7 AGAINST |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | AGAINST 12 funds |
Split 1 FOR, 6 AGAINST |
| SGS SA | March 26, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 6 AGAINST |
| SONOVA HOLDING AG | June 11, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 1 fund |
Split 1 FOR, 8 AGAINST |
| SWATCH GROUP AG | May 8, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| SWATCH GROUP AG | May 8, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| SWISS PRIME SITE AG | March 19, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 6 funds |
Split 1 FOR, 5 AGAINST |
| SWISS RE AG | April 12, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 4 funds |
Split 1 FOR, 6 AGAINST |
| WOODSIDE ENERGY GROUP LTD. | April 24, 2024 | Approve Climate Transition Action Plan and 2023 Progress Report Environment or Climate |
Other | For | AGAINST 13 funds |
Split 1 FOR, 6 AGAINST |
| ZURICH INSURANCE GROUP AG | April 10, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 3 funds |
Split 1 FOR, 7 AGAINST |
| 3M CO. | May 14, 2024 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | AGAINST 17 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 16 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 16 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 16 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 16 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 16 funds |
Split 1 FOR, 4 AGAINST |
| ANTERO MIDSTREAM CORP. | June 5, 2024 | Class II Nominees: Brooks J. Klimley Director Elections |
Board | For | WITHHOLD 15 funds |
Split 1 FOR, 6 WITHHOLD |
| ANTERO MIDSTREAM CORP. | June 5, 2024 | Class II Nominees: Michael N. Kennedy Director Elections |
Board | For | WITHHOLD 15 funds |
Split 1 FOR, 6 WITHHOLD |
| 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 | AGAINST 16 funds |
Split 1 FOR, 6 AGAINST |
| ASX LTD. | October 19, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 6 funds |
Split 1 FOR, 4 AGAINST |
| AVANGRID INC. | July 18, 2023 | APPROVE, ON AN ADVISORY BASIS, NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 11 funds |
Split 1 FOR, 7 AGAINST |
| BASF SE | April 25, 2024 | Reelect Kurt Bock to the Supervisory Board Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
Split 1 FOR, 6 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Joseph D. Keegan Director Elections |
Board | For | AGAINST 10 funds |
Split 1 FOR, 6 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Julie L. Bushman Director Elections |
Board | For | AGAINST 10 funds |
Split 1 FOR, 6 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Randolph Steer Director Elections |
Board | For | AGAINST 10 funds |
Split 1 FOR, 6 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Robert V. Baumgartner Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 6 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Rupert Vessey Director Elections |
Board | For | AGAINST 10 funds |
Split 1 FOR, 6 AGAINST |
| BROWN & BROWN INC. | May 8, 2024 | Election of Directors: James C. Hays Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 6 WITHHOLD |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: W. Bradley Hayes Director Elections |
Board | Not determined | Split 18 FOR, 2 AGAINST |
FOR 6 funds |
| CARLSBERG A/S | March 11, 2024 | Reelect Majken Schultz as New Director Director Elections |
Board | For | ABSTAIN 4 funds |
Split 1 FOR, 5 ABSTAIN |
| CARLSBERG A/S | March 11, 2024 | Reelect Soren-Peter Fuchs Olesen as Director Director Elections |
Board | For | ABSTAIN 4 funds |
Split 1 FOR, 5 ABSTAIN |
| CHENIERE ENERGY INC. | May 23, 2024 | Election of Directors: G. Andrea Botta Director Elections |
Board | For | Split 13 FOR, 2 AGAINST |
FOR 5 funds |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Andrew John Hunter as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Chow Woo Mo Fong, Susan as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect George Colin Magnus as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Ip Tak Chuen, Edmond as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Tsim Sin Ling, Ruth as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| CLARIANT AG | April 9, 2024 | Reelect Guenter von Au as Board Chair Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 7 AGAINST |
| CME GROUP INC. | May 9, 2024 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 1 FOR, 7 AGAINST |
| CME GROUP INC. | May 9, 2024 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | Not determined | AGAINST 14 funds |
Split 1 FOR, 7 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Election of Directors: Thomas S.Gayner Director Elections |
Board | Not determined | AGAINST 16 funds |
Split 1 FOR, 8 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Re-elect Jose Ignacio Comenge as Director Director Elections |
Board | For | AGAINST 6 funds |
Split 1 FOR, 4 AGAINST |
| COCA-COLA EUROPACIFIC PARTNERS PLC | May 22, 2024 | Re-elect Manolo Arroyo as Director Director Elections |
Board | For | AGAINST 6 funds |
Split 1 FOR, 4 AGAINST |
| CORNING INC. | May 2, 2024 | Election of Directors: Hansel E. Tookes II Director Elections |
Board | Not determined | FOR 14 funds |
Split 1 FOR, 9 AGAINST |
| DEXUS | October 25, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 7 AGAINST |
| DOCUSIGN INC. | May 29, 2024 | Approval, on an advisory basis, of our named executive officers' compensation Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 1 FOR, 4 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 | AGAINST 20 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 15 funds |
Split 1 FOR, 10 AGAINST |
| ELEMENT SOLUTIONS INC. | June 4, 2024 | Advisory vote to approve the Company's 2023 executive compensation Say-on-Pay |
Board | For | AGAINST 19 funds |
Split 1 FOR, 3 AGAINST |
| ELEMENT SOLUTIONS INC. | June 4, 2024 | Election of Directors: Christopher T. Fraser Director Elections |
Board | For | AGAINST 18 funds |
Split 1 FOR, 3 AGAINST |
| ESSENTIAL UTILITIES INC. | May 1, 2024 | To elect nine nominees as directors: Christopher L. Bruner Director Elections |
Board | Contested | FOR 10 funds |
Split 1 FOR, 4 WITHHOLD |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Compensation Report of Corporate Officers Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 5 AGAINST |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Remuneration Policy of Chairman and CEO Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 5 AGAINST |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Remuneration Policy of Vice-CEO Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 5 AGAINST |
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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.