USDU ETF Report: Ratings, Analysis, Quotes, Holdings

Competing ETFs: UUP

Related ETF Channels: Derivative, Global Ex-US, No Underlying Index, Active Management, Currency ETFs

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*Unless otherwise stated, data provided by FactSet.

USDU Fund Description

USDU is an actively managed ETF that goes long the US dollar against a basket of global currencies from developed as well as emerging markets.

USDU Factset Analytics Insight

USDU is only one of two "long-dollar" currency ETFs that provide short exposure to a basket of currencies relative to the US dollar to capitalize on a rising dollar scenario. The actively managed fund separates itself from its competitor—UUP, which goes long the US Dollar Index—by following a broad trade- and liquidity-weighted index. This means USDU is inclusive of the Australian dollar and several emerging-market currencies ignored by UUP. Overall, USDU may offer the most representative take on the long-dollar. The fund trades decently with modest spreads, and underlying liquidity is of course very strong for large investors. The fund charges a reasonable fee for a non-leveraged currency ETF. USDU uses derivatives (enters into forward currency contracts with counterparties), so deviations from spot exchange rates aren't out of the question.

USDU MSCI ESG Analytics Insight

WisdomTree Bloomberg U.S. Dollar Bullish Fund has an MSCI ESG Fund Rating of A based on a score of 6.58 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree Bloomberg U.S. Dollar Bullish Fund ranks in the 79th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

USDU Charts And Performance

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PERFORMANCE [as of 04/03/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS

USDU 5.48% 6.84% 7.49% 8.31% 3.17% 2.22% --

USDU (NAV) 5.50% 6.84% 7.26% 8.41% 3.21% 2.29% --

No Underlying Index -- -- -- -- -- -- --

IU-Solactive US Dollar Index (Long Dollar) -- -- -- -- -- -- --

All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

USDU Summary Data

WisdomTree

12/18/13

Open-Ended Fund

0.50%

$65.68M

0.89%

Fund Home Page

USDU Portfolio Data

2.84%

12/21/20

USDU Index Data

No Underlying Index

Proprietary

IU-Solactive US Dollar Index (Long Dollar)

USDU Fund Structure

Yes

75% / 25%

N/A

Low

N/A

Leverage Reset Frequency N/A

USDU Tax Exposures

20.00% / 39.60%

Cboe Book Viewer

Top Of Book

Last 10 Trades

Bats BZX Real-time Quote -

USDU Factset Analytics Block Liquidity

As of 04/06/20

This measurement shows how easy it is to trade a $1 million USD block of USDU. USDU is rated a 5 out of 5.

USDU Tradability

63,285

$1.77M

29,427

$835.57K

0.89%

$0.24

-0.11%

1.64% / -5.63%

None

100.00%

50,000

0.59

0.01%

$28.72

USDU MSCI ESG Ratings

6.58 / 10

79.05

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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.

USDU