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Dimensional vs WisdomTree: how alike they voted, 2024-2025

96.9% When both took a single position, they voted the same way on 96.9% of 67,676 items (65,601 the same, 2,075 different). 231 items where at least one of them split its funds are listed separately below. Both voted on 67,907 items in all.

Dimensional 2024-2025 · WisdomTree 2024-2025 · 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	67,907	65,601	2,075	231	96.9%	96.9%
Board proposals	56,345	54,268	1,926	151	96.6%	96.5%
E&S shareholder proposals	250	175	5	70	97.2%	92.6%
Other items	11,312	11,158	144	10	98.7%	98.7%

Where they did not vote alike

Everything Voted differently Split votes

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

10 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
BANK OF MONTREAL	April 11, 2025	SP 5: Annual Energy Supply Ratio Disclosure Environment or Climate	Other	Against	Split 2 FOR, 10 AGAINST	AGAINST 1 fund
CANADIAN IMPERIAL BANK OF COMMERCE	April 3, 2025	SP 1: Disclose the Corporation's Energy Supply Ratio Annually Environment or Climate	Other	Against	Split 2 FOR, 10 AGAINST	AGAINST 1 fund
CANADIAN IMPERIAL BANK OF COMMERCE	April 3, 2025	SP 6: Disclose Industry-Specific Carbon Risk Scoring/Transition Plans Environment or Climate	Other	Against	Split 2 FOR, 10 AGAINST	AGAINST 1 fund
CHUBB LIMITED	May 15, 2025	Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented Environment or Climate	Other	Against	Split 3 FOR, 14 AGAINST	AGAINST 4 funds
COLGATE-PALMOLIVE CO.	May 9, 2025	Stockholder proposal entitled "Support an independent Board Chairman." Corporate Governance	Other	Against	AGAINST 16 funds	Split 1 FOR, 8 AGAINST
DROPBOX INC.	May 15, 2025	A stockholder proposal to impose vesting provisions on our Class B common stack. Capital Structure	Other	Against	FOR 13 funds	Split 1 FOR, 3 AGAINST
GREAT-WEST LIFECO INC.	May 8, 2025	Disclose Net Zero Target Achievement Via Specific Transition Plan Elements Environment or Climate	Other	Against	Split 1 FOR, 6 AGAINST	AGAINST 1 fund
HONEYWELL INTERNATIONAL INC.	May 20, 2025	Shareowner Proposal - Independent Board Chairman. Corporate Governance	Other	Against	AGAINST 17 funds	Split 1 FOR, 7 AGAINST
RESTAURANT BRANDS INTERNATIONAL INC.	June 3, 2025	Shareholder Proposal Consider a shareholder proposal regarding food waste. Environment or Climate	Other	Against	Split 1 FOR, 6 AGAINST	AGAINST 1 fund
TORONTO-DOMINION BANK	April 10, 2025	SP 1: Annual Energy Supply Ratio Disclosure Environment or Climate	Other	Against	Split 2 FOR, 11 AGAINST	AGAINST 1 fund

← All 20 managers, 2024-2025

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