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WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)
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Upturn Advisory Summary
11/05/2025: USDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 8.23% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 |
Upturn AI SWOT
WisdomTree Bloomberg U.S. Dollar Bullish Fund
ETF Overview
Overview
The WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) seeks to provide exposure to the U.S. dollar relative to a basket of foreign currencies. It aims to benefit from a strengthening U.S. dollar. The fund employs a rules-based methodology to track the performance of the Bloomberg Dollar Spot Index.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovative and specialized ETFs.
Management Expertise
WisdomTree has a dedicated team experienced in managing currency and alternative investment strategies.
Investment Objective
Goal
To achieve positive returns by reflecting the performance of the U.S. dollar against a basket of foreign currencies.
Investment Approach and Strategy
Strategy: The fund tracks the Bloomberg Dollar Spot Index, which measures the value of the U.S. dollar against a basket of developed and emerging market currencies.
Composition The fund holds derivative contracts that are designed to mimic the performance of the Bloomberg Dollar Spot Index. These contracts involve short positions in foreign currencies and a corresponding long position in the U.S. dollar.
Market Position
Market Share: USDUu2019s market share is difficult to precisely define as it is a niche product, competing with other currency-related investment vehicles.
Total Net Assets (AUM): 97736464
Competitors
Key Competitors
- PowerShares DB US Dollar Index Bullish Fund (UUP)
- Invesco DB US Dollar Index Bullish Fund (UUP)
Competitive Landscape
The competitive landscape consists of ETFs offering exposure to the U.S. dollar. USDU distinguishes itself with its rules-based methodology based on the Bloomberg Dollar Spot Index. UUP, however, has a significantly larger AUM and thus potentially better liquidity.
Financial Performance
Historical Performance: Historical performance varies based on dollar strength. Investors should review specific periods. Consider past performance but not an indicator of future results.
Benchmark Comparison: The fund aims to closely track the Bloomberg Dollar Spot Index. Discrepancies may arise due to fees and tracking error.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
USDU's average trading volume is moderate, but investors should consider potential liquidity issues for very large trades.
Bid-Ask Spread
The bid-ask spread is typically small, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate differentials, and geopolitical events significantly impact the U.S. dollar's value and, therefore, USDU's performance.
Growth Trajectory
Growth trends depend on investor sentiment towards the U.S. dollar and global macroeconomic conditions; any changes to strategy and holdings are determined by the composition of the Bloomberg Dollar Spot Index.
Moat and Competitive Advantages
Competitive Edge
USDU's competitive advantage lies in its focused strategy on tracking the Bloomberg Dollar Spot Index, providing investors with a direct and transparent way to gain exposure to the U.S. dollar's performance. It offers a relatively low expense ratio compared to some actively managed currency funds. It may appeal to investors seeking a specific benchmark-driven approach. However, its relatively lower AUM compared to UUP can affect its liquidity and trading efficiency.
Risk Analysis
Volatility
USDU's volatility is dependent on currency market fluctuations, which can be significant during periods of economic or political uncertainty.
Market Risk
The primary market risk is the fluctuation of the U.S. dollar relative to other currencies. Unfavorable currency movements can lead to losses.
Investor Profile
Ideal Investor Profile
Ideal investors are those who believe the U.S. dollar will strengthen relative to other currencies and are looking for a simple way to express that view.
Market Risk
USDU is suitable for active traders and tactical asset allocators seeking to express a view on the U.S. dollar rather than long-term investors.
Summary
The WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is designed to benefit from a strengthening U.S. dollar by tracking the Bloomberg Dollar Spot Index. It offers investors a focused and transparent way to gain exposure to currency movements, specifically betting on the US dollar's appreciation. However, investors should be aware of the inherent volatility in currency markets. USDU is better suited for tactical or active traders with a specific outlook on the dollar's performance than for buy-and-hold investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market share percentages are estimates and may vary. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.