WisdomTree Bloomberg U.S. Dollar Bullish FundWisdomTree Bloomberg U.S. Dollar Bullish FundWisdomTree Bloomberg U.S. Dollar Bullish Fund

WisdomTree Bloomberg U.S. Dollar Bullish Fund

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Key stats

Assets under management (AUM)
‪210.04 M‬USD
Fund flows (1Y)
‪−138.22 M‬USD
Dividend yield (indicated)
1.03%
Discount/Premium to NAV
−0.4%

About WisdomTree Bloomberg U.S. Dollar Bullish Fund

Issuer
WisdomTree, Inc.
Brand
WisdomTree
Expense ratio
0.50%
Inception date
Dec 18, 2013
Index tracked
No Underlying Index
Management style
Active
USDU is a long-USD currency ETF that provides short exposure to a basket of different global currencies relative to the USD to capitalize on a rising dollar scenario. The actively managed fund is inclusive of the Australian dollar and several emerging-market currencies, offering a more representative take on the long-dollar. The fund uses derivatives (enters into forward currency contracts with counterparties), so deviations from spot exchange rates aren't out of the question.

Classification

Asset Class
Currency
Category
Basket
Focus
Long USD, short global basket
Niche
Derivative
Strategy
Multi-factor
Weighting scheme
Multi-factor
Selection criteria
Fixed

Returns

1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund

As of April 30, 2024
Exposure type
Bonds, Cash & Other
Government
Bonds, Cash & Other100.00%
Government95.43%
ETF4.27%
Cash0.31%
Top 10 holdings

Dividends

Dividend payout history

Assets under management (AUM)

Fund Flows