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

25.65
Delayed Data
As of Jan 27
 -0.005 / -0.02%
Today’s Change
25.50
Today|||52-Week Range
30.33
-1.55%
Year-to-Date

Investment Objective

The investment seeks to provide total returns, before fees and expenses, that exceed the performance of the Bloomberg Dollar Total Return Index (the "index"). 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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Performance

1 month-2.34% 3 years+0.86%
3 months-6.98% 5 years+2.90%
1 year+5.62% Since inception+2.42%
Data through 01/26/2023

Quote Details

Previous close$25.65
Open day’s range25.63 – 25.69
Net asset value (NAV)25.61 (01/25/2023)
Daily volume170,984
Average volume (3 months)402,539
Data as of 3:55pm ET, 01/27/2023

Peer Comparisonvs. Trading--miscellaneous ETFs

 USDUCategory
Performance 5-yr return+2.90%-6.30%
Expense Gross exp ratio0.50%--
Risk 5 year sharpe ratio0.23--
Net assets$345.5M--
Average market cap--$183.9B
Average P/E--19.0
Dividend / Share--1.04%

Competitors

YCS ProShares UltraShort Yen
UUP Invesco DB US Dollar Index Bullish Fund
VXZ iPath® Series B S&P 500® VIX Mid-Term ...

Holdings

Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 24.21%
-- 24.02%
-- 24.00%
-- 23.38%
USFR WisdomTree Floating Rate Treasury Fund4.38%