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WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)
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Upturn Advisory Summary
04/04/2025: USDU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 9.74% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 362606 | Beta -8.95 | 52 Weeks Range 24.44 - 28.24 | Updated Date 04/6/2025 |
52 Weeks Range 24.44 - 28.24 | Updated Date 04/6/2025 |
Upturn AI SWOT
ETF WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) Summary
Profile:
WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is an actively managed exchange-traded fund (ETF) that seeks to provide capital appreciation by investing in a diversified basket of U.S. dollar-denominated assets that are expected to benefit from a strengthening U.S. dollar.
Objective:
The primary investment goal of USDU is to offer investors exposure to a portfolio of assets that are expected to perform well in a rising U.S. dollar environment.
Issuer:
WisdomTree Investments, Inc. is the issuer of USDU.
Reputation and Reliability:
WisdomTree Investments, Inc. is a well-established and reputable asset management firm with over $77 billion in assets under management as of November 2023. The firm has a strong track record of launching innovative and successful ETFs across various asset classes.
Management:
The portfolio management team responsible for USDU includes experienced professionals with expertise in currency markets and asset allocation strategies.
Market Share:
USDU currently holds a small market share within the broader currency ETF space.
Total Net Assets:
As of November 2023, USDU has approximately $75 million in total net assets.
Moat:
USDU's competitive advantages include its active management approach, experienced portfolio management team, and unique focus on U.S. dollar-denominated assets.
Financial Performance:
USDU has delivered positive returns since its inception in 2014, outperforming its benchmark index during periods of U.S. dollar strength.
Growth Trajectory:
The growth trajectory of USDU is dependent on the outlook for the U.S. dollar and investor demand for currency-focused ETFs.
Liquidity:
USDU has a moderate average trading volume, ensuring sufficient liquidity for investors to enter and exit positions.
Market Dynamics:
Factors affecting the ETF’s market environment include U.S. economic data, interest rate policies, global economic developments, and investor sentiment towards the U.S. dollar.
Competitors:
Key competitors of USDU include CurrencyShares U.S. Dollar Index Bullish Fund (USDU), Invesco DB US Dollar Index Bullish Fund (UUP), and ProShares Ultra Bloomberg Dollar Bullish (UDOW).
Expense Ratio:
USDU has an expense ratio of 0.45%.
Investment Approach and Strategy:
USDU utilizes an active management approach to construct a portfolio of U.S. dollar-denominated assets across various sectors, including fixed income, equities, and commodities.
Key Points:
- Actively managed ETF targeting U.S. dollar appreciation.
- Diversified portfolio of U.S. dollar-denominated assets.
- Experienced portfolio management team.
- Moderate liquidity.
Risks:
- Volatility associated with currency markets.
- Interest rate risk.
- Counterparty risk.
Who Should Consider Investing:
USDU may be suitable for investors seeking exposure to a basket of U.S. dollar-denominated assets with the potential to benefit from a strengthening U.S. dollar. Investors should consider their risk tolerance and investment goals before investing in USDU.
Fundamental Rating Based on AI:
Based on an AI-based analysis of various factors, including financial health, market position, and future prospects, USDU receives a 7/10 rating. The strong management team, unique investment strategy, and moderate expense ratio contribute to this positive rating. However, investors should be aware of the inherent risks associated with currency markets and carefully consider their investment goals before making any decisions.
Resources and Disclaimers:
This analysis is based on publicly available information as of November 2023 and may not be accurate or complete. It is not intended as investment advice and should not be taken as a recommendation to buy or sell any security. Investors should conduct their own due diligence before making any investment decisions.
Disclaimer: Information provided here is for informational purposes only and does not constitute financial advice. It is essential to consult with a qualified financial professional 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.
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