USDU ETF: WisdomTree Bloomberg U.S. Dollar Bullish Fund Price, Holdings & Analysis
Get USDU ETF price, comprehensive WisdomTree Bloomberg U.S. Dollar Bullish Fund analysis, holdings, performance data, and expense ratios. Live USDU ETF quotes and investment insights.
WisdomTree Bloomberg U.S. Dollar Bullish Fund
Day Range
$26.65 - $26.72
52 Week Range
$25.14 - $27.25
Volume
315.94K
Avg Volume
357.65K
ETF Information
Expense Ratio
0.50%
Assets Under Management
$0.47B
NAV
$26.69
NAV Currency
USD
ISIN
US97717W4713
Asset Class
Fixed Income
Country
US
ETF Company
WisdomTree
Inception Date
12/18/2013
Holdings Count
21
Top Holdings
| Name | Symbol | Weight | Value |
|---|---|---|---|
| No holdings data available | |||
Sector Weightings
| Sector | Weight |
|---|---|
| No sector data available | |
Country Allocation
| Country | Weight |
|---|---|
| No country allocation data available | |
Performance Snapshot
| Period | Return |
|---|---|
1 Day Change | -$0.02 (-0.07%) |
1 Week Return | N/A |
1 Month Return | N/A |
3 Months Return | N/A |
6 Months Return | N/A |
1 Year Return | N/A |
About WisdomTree Bloomberg U.S. Dollar Bullish Fund
This actively managed Exchange Traded Fund (ETF) aims to generate total returns that, before factoring in its operational fees and expenses, surpass the performance of its underlying benchmark index. This index is specifically constructed to capitalize on periods when the U.S. dollar appreciates in value against a range of global currencies. To achieve its desired currency exposure, encompassing both the U.S. dollar and the international currencies tracked by the index, the fund typically invests at least 80% of its capital in highly liquid assets such as money market instruments and other readily convertible securities. It's important to note that this fund follows a non-diversified investment strategy.
Investment Strategy
This exchange-traded fund provides investors with targeted market exposure through a professionally managed, diversified portfolio of securities. The fund employs a systematic investment approach designed to track its underlying index or achieve its stated investment objectives. By pooling investor capital and investing across multiple securities, the fund offers individual investors access to institutional-quality portfolio management and diversification that would be difficult to achieve independently.
Key Features
- •Professional portfolio management with daily oversight
- •Diversified holdings to reduce single-security risk
- •Intraday trading flexibility on major exchanges
- •Transparent holdings disclosed regularly
- •Tax-efficient structure compared to mutual funds
- •No minimum investment beyond the share price
- •Lower costs than actively managed alternatives
- •Liquidity for easy entry and exit
Benefits for Investors
✓ Simplified access to diversified market exposure
✓ Lower fees than actively managed funds
✓ Professional rebalancing and management
✓ Tax-efficient investment structure
Who Should Consider This ETF?
This ETF may be suitable for investors seeking targeted market exposure while maintaining diversification and cost efficiency. It's appropriate for both long-term investors building wealth and those seeking specific market segment exposure. The fund can serve as a core holding or satellite position depending on your overall portfolio strategy and investment goals. Consider your risk tolerance, investment timeline, and overall financial objectives when evaluating this ETF for your portfolio.
Important Considerations
- ⚠All investments carry risk, including potential loss of principal
- ⚠Market volatility can impact short-term returns
- ⚠Past performance does not guarantee future results
- ⚠Consider how this ETF fits within your overall asset allocation
- ⚠Review the fund's prospectus for complete risk disclosure
Ticker Symbol
USDU
Inception Date
2013-12-18
Expense Ratio
0.5%
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ETF Holdings
Want to see what USDU holds? View the complete list of all securities in this ETF, including portfolio weights, shares, and market values.
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