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USDU
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WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)

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$26.3
Last Close (24-hour delay)
Profit since last BUY-1.2%
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BUY since 11 days
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Upturn Advisory Summary

08/14/2025: USDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 6.6%
Avg. Invested days 47
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -8.06
52 Weeks Range 24.44 - 28.24
Updated Date 06/30/2025
52 Weeks Range 24.44 - 28.24
Updated Date 06/30/2025

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WisdomTree Bloomberg U.S. Dollar Bullish Fund

stock logo

ETF Overview

overview logo Overview

The WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) seeks to achieve gains whenever the U.S. dollar strengthens relative to a basket of currencies. It primarily invests in cash-settled currency forward contracts.

reliability logo Reputation and Reliability

WisdomTree is a well-regarded ETF issuer known for its innovative and factor-based ETFs.

reliability logo Management Expertise

WisdomTree has a team of experienced investment professionals specializing in currency and global macro strategies.

Investment Objective

overview logo Goal

To achieve positive returns when the U.S. dollar strengthens relative to a basket of foreign currencies.

Investment Approach and Strategy

Strategy: The fund uses currency forward contracts to gain exposure to the U.S. dollar relative to other currencies.

Composition The ETF primarily holds cash and currency forward contracts. It doesn't invest in stocks or bonds.

Market Position

Market Share: USDU holds a notable market share among ETFs focused on U.S. dollar strength.

Total Net Assets (AUM): 93.04

Competitors

overview logo Key Competitors

  • UUP
  • DBU

Competitive Landscape

The U.S. dollar bullish ETF market is dominated by a few key players. USDU differentiates itself through its management and strategy. Its advantage is its active management. Disadvantages include relative tracking error.

Financial Performance

Historical Performance: Historical performance varies with the strength of the U.S. dollar. Past performance is not indicative of future results.

Benchmark Comparison: The fund's performance is typically compared to the performance of the U.S. dollar index (DXY).

Expense Ratio: 0.5

Liquidity

Average Trading Volume

The average daily trading volume of USDU is moderate, but varies.

Bid-Ask Spread

The bid-ask spread is generally tight, indicating good liquidity.

Market Dynamics

Market Environment Factors

Economic indicators, interest rate differentials, geopolitical events, and global economic growth prospects affect USDU.

Growth Trajectory

Growth trends depend on global currency market conditions, U.S. economic policy, and central bank actions. Strategy and holdings remain consistent.

Moat and Competitive Advantages

Competitive Edge

USDU's competitive edge comes from its actively managed strategy, focusing on forward contracts to capitalize on USD appreciation. WisdomTree's expertise in currency markets helps in navigating complex global monetary policies. The fund's structure allows for direct exposure to currency movements. It provides a means for investors to hedge against USD weakness in their international portfolios.

Risk Analysis

Volatility

The fund's volatility is tied to currency market fluctuations.

Market Risk

Risks include currency risk, interest rate risk, counterparty risk, and the potential for losses if the U.S. dollar weakens.

Investor Profile

Ideal Investor Profile

Investors seeking to profit from a strengthening U.S. dollar or hedge against currency risk in other investments.

Market Risk

Suitable for active traders and sophisticated investors with a view on currency movements, seeking to hedge international investments.

Summary

The WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) provides a direct way to gain exposure to the U.S. dollar. It uses currency forward contracts to profit from dollar appreciation. The fund is suitable for investors seeking to hedge or speculate on currency movements. It offers active management by a reputable ETF issuer, but comes with currency and market risks. Investors should consider their risk tolerance and understanding of currency markets before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • WisdomTree.com
  • ETF.com
  • Bloomberg

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source and calculation methodology.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About WisdomTree Bloomberg U.S. Dollar Bullish Fund

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, that exceed the performance of the index. The index is structured to potentially benefit as the U.S. dollar appreciates relative to a basket of global currencies. The fund will seek exposure to both the U.S. dollar and global currencies held by the index through investing, under normal circumstances, at least 80% of its assets in money market securities and other liquid securities. It is non-diversified.