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WisdomTree 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal WisdomTree voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

58 proposals. Every shareholder proposal WisdomTree backed in 2023-2024 is listed here.

WisdomTree, 2023-2024 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedWisdomTree votedFunds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder Against FOR 10
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder Against FOR 10
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 Against FOR 7
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 7
WALMART INC. June 5, 2024 Workplace Safety & Violence Review Human Rights or Human Capital/workforce Shareholder Against FOR 7
DELTA AIR LINES INC. June 20, 2024 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder Against FOR 6
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal – Report on Congruence of Political and Lobbying Expenditures with the Company’s Vision, Responsibility Focus Areas and Cultural Aspiration Other Social Issues Shareholder Not determined FOR 1
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal – Repost Assessing the Benefits to Altria of Extended Producer Responsibility Laws for Spent Tobacco Filters for Tobacco Companies Operating in the U.S. Market Environment or Climate Shareholder Not determined FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion Shareholder Against FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder Against FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on lobbying alignment with Bank of America’s climate goals Environment or Climate Shareholder Against FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on risks of politicized de-banking Environment or Climate Shareholder Against FOR 1
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 1
CENTERPOINT ENERGY INC. April 26, 2024 Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Plastic Demand Scenario Environment or Climate Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Voluntary Carbon Reduction Risk Environment or Climate Shareholder Against FOR 1
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. Other Social Issues Shareholder Against FOR 1
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report on risks of Politicized De-banking. Environment or Climate Shareholder Against FOR 1
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce Shareholder Against FOR 1
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts. Environment or Climate Shareholder Against FOR 1
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate Shareholder Not determined FOR 1
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues Shareholder Not determined FOR 1
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks created by the Company's diversity, equity and inclusion efforts Environment or Climate Shareholder Not determined FOR 1
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values Other Social Issues Shareholder Against FOR 1
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder Against FOR 1
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder Against FOR 1
ELEVANCE HEALTH INC. May 15, 2024 Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations. Other Social Issues Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report Environment or Climate Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario Environment or Climate Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Revisit Executive Pay Incentives for GHG Emission Reductions Environment or Climate Shareholder Against FOR 1
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending. Other Social Issues Shareholder Against FOR 1
KEURIG DR PEPPER INC. June 10, 2024 To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate Shareholder Against FOR 1
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder Against FOR 1
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on greenhouse gas goals, if properly presented. Environment or Climate Shareholder Not determined FOR 1
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues Shareholder Not determined FOR 1
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder Not determined FOR 1
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder Against FOR 1
MSCI INC. April 23, 2024 To approve shareholder proposal to report on "Chinese military-industry companies" in Company _x000D_ indices. Human Rights or Human Capital/workforce Shareholder Against FOR 1
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder Not determined FOR 1
PFIZER INC. April 25, 2024 Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues Shareholder Against FOR 1
PFIZER INC. April 25, 2024 Publish a Report on Corporate Contributions Other Social Issues Shareholder Against FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Not determined FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Audit of Climate Transition Policies. Environment or Climate Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Risks of Politicized De-Banking. Environment or Climate Shareholder Against FOR 1
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 Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder Against FOR 1
WENDY'S CO. May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
WENDY'S CO. May 21, 2024 Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
WILLIAMS COMPANIES INC. April 30, 2024 Vote on a Stockholder Proposal Requesting the Company Issue a Report Assessing Policy Options Related to Venting and Flaring, if Properly Presented at the Annual Meeting. Environment or Climate Shareholder Against FOR 1

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Built October 13, 2026 from SEC Form N-PX filings.