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
188 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 |
|---|---|---|---|---|---|---|
| MOODY'S CORP. | April 16, 2024 | Stockholder proposal requesting that stockholders owning 15% of the Company's common stock be able to call special meetings of stockholders. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 7 funds |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Director Election Resignation Bylaw Proposal," if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 7 funds |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Proposal 8 - Special Shareholder Meeting Improvement," if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 7 funds |
| NEW HOPE CORPORATION LTD. | November 23, 2023 | Approve Capital Protection Environment or Climate |
Other | Against | AGAINST 13 funds |
FOR 5 funds |
| NINETY ONE PLC | July 26, 2023 | Approve Climate Strategy Environment or Climate |
Other | For | AGAINST 7 funds |
FOR 5 funds |
| NIPPON STEEL CORP. | June 21, 2024 | Amend Articles to Introduce Executive Compensation System Linked to Greenhouse Gas Emission Reduction Target and Disclose How Compensation Policy Contributes to Achievement of the Target Compensation |
Other | Against | AGAINST 5 funds |
FOR 10 funds |
| NIPPON STEEL CORP. | June 21, 2024 | Amend Articles to Report on Corporate Climate Lobbying Other Social Issues |
Other | Against | AGAINST 5 funds |
FOR 10 funds |
| NORTHROP GRUMMAN CORP. | May 15, 2024 | Shareholder proposal to provide for an independent Board chair. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 7 funds |
| O'REILLY AUTOMOTIVE INC. | May 16, 2024 | Shareholder proposal entitled "Independent Board Chairman." Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 7 funds |
| OLIN CORP. | April 25, 2024 | Shareholder Proposal Corporate Governance |
Other | Against | FOR 16 funds |
AGAINST 5 funds |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 11 funds |
| ORICA LTD. | December 13, 2023 | Approve Advisory Vote on Climate Action Report Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 4 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Proposal to amend the Director Election Resignation Bylaw. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 9 funds |
| PENNON GROUP PLC | July 20, 2023 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 10 funds |
FOR 3 funds |
| PFIZER INC. | April 25, 2024 | Adopt an Independent Board Chair Policy Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 5 funds |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company Regulations Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 8 funds |
| PRUDENTIAL FINANCIAL INC. | May 14, 2024 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 9 funds |
| REPSOL SA | May 9, 2024 | Advisory Vote on the Company's Energy Transition Strategy Environment or Climate |
Other | For | AGAINST 7 funds |
FOR 8 funds |
| SALESFORCE INC. | June 27, 2024 | A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 7 funds |
| SANDRIDGE ENERGY INC. | June 12, 2024 | Approve an extension of the Tax Benefits Preservation Plan from July 1, 2023 to July 1, 2026. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
FOR 3 funds |
| SASOL LTD. | November 17, 2023 | Approve Climate Change Report Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 3 funds |
| SASOL LTD. | January 19, 2024 | Approve Climate Change Report Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 3 funds |
| SHELL PLC | May 21, 2024 | Approve the Shell Energy Transition Strategy Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 5 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A management proposal (ratification of Nevada exclusive forum provision). Shareholder Rights and Defenses |
Other | For | FOR 15 funds |
AGAINST 4 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (right to call special shareholder meeting). Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 4 funds |
| SOUTHWEST AIRLINES CO. | May 15, 2024 | Advisory vote on shareholder proposal 10 amend clawback policy for executive pay. Compensation |
Other | Against | FOR 14 funds |
AGAINST 6 funds |
| SOUTHWEST GAS HOLDINGS INC. | May 2, 2024 | To APPROVE, the Company's Tax-Free Spin Protection Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 4 funds |
| SSE PLC | July 20, 2023 | Approve Net Zero Transition Report Environment or Climate |
Other | For | AGAINST 12 funds |
FOR 8 funds |
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2024 | Amend Articles to Add Provision on Director Competencies to Manage Climate-Related Business Risks and Opportunities Environment or Climate |
Other | Against | AGAINST 4 funds |
FOR 6 funds |
| SYNOPSYS INC. | April 10, 2024 | To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 8 funds |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to adopt a policy for an independent board chair. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 8 funds |
| TEGNA INC. | August 17, 2023 | SHAREHOLDER PROPOSAL regarding shareholder ratification of termination pay. Compensation |
Other | Against | FOR 16 funds |
AGAINST 4 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to permit a combined 15% of stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement. Compensation |
Other | Against | FOR 11 funds |
AGAINST 6 funds |
| TEXTRON INC. | April 24, 2024 | Shareholder Proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 9 funds |
| TODA CORP. | June 26, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 4 funds |
AGAINST 6 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 7 funds |
| TOYOTA MOTOR CORP. | June 18, 2024 | Amend Articles to Report on Corporate Climate Lobbying Aligned with Paris Agreement Other Social Issues |
Other | Against | AGAINST 2 funds |
FOR 6 funds |
| TRANSCOSMOS INC. | June 25, 2024 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | FOR 2 funds |
AGAINST 7 funds |
| TRIUMPH GROUP INC. | July 20, 2023 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 1 fund |
| UNILEVER PLC | May 1, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 7 funds |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve the Company's Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 17 funds |
FOR 4 funds |
| UPLAND SOFTWARE INC. | June 5, 2024 | To approve the Upland Software, Inc. 2024 Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 1 fund |
| VALLEY NATIONAL BANCORP | May 21, 2024 | A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | FOR 19 funds |
AGAINST 5 funds |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 10 funds |
FOR 4 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Amend Clawback Policy Compensation |
Other | Not determined | FOR 19 funds |
AGAINST 5 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 19 funds |
FOR 5 funds |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 7 funds |
| VITAL KSK HOLDINGS INC. | June 26, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 2 funds |
| WAKITA & CO. LTD. | May 23, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to 6 Percent of Net Asset per Share Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 2 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 6 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Adopt a Shareholder Right to Call a Special Shareholder Meeting", if properly presented. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 4 funds |
| WENDY'S CO. | May 21, 2024 | Stockholder proposal regarding an independent Board Chair, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 7 funds |
| WESTPAC BANKING CORP. | December 14, 2023 | Approve Westpac Climate Change Position Statement and Action Plan Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 6 funds |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | FOR 20 funds |
AGAINST 5 funds |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 5 funds |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 8 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 |
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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.