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
31 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 |
|---|---|---|---|---|---|---|
| 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 |
Page 1 of 1
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.