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



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Upturn Advisory Summary
08/14/2025: USDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 achieve gains whenever the U.S. dollar strengthens relative to a basket of currencies. It primarily invests in cash-settled currency forward contracts.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its innovative and factor-based ETFs.
Management Expertise
WisdomTree has a team of experienced investment professionals specializing in currency and global macro strategies.
Investment Objective
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
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.
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.

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