USDU

WisdomTree Bloomberg U.S. Dollar Bullish Fund
*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 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.

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 6.10 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 44th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 10/20/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
USDU 0.31% 0.43% 3.04% -1.42% 0.05% 0.31% --
USDU (NAV) -0.06% 0.07% 2.42% -1.62% -0.22% 0.15% --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
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
0.51%
$146.80M
0.33%
UUP

USDU Portfolio Data

0.67%
N/A

USDU Index Data

No Underlying Index
Multi-Factor
Fixed
N/A

USDU Fund Structure

Yes
No
-- / --
N/A
N/A
Low
N/A
N/A

USDU Tax Exposures

20.00% / 39.60%
--
No

USDU Factset Analytics Block Liquidity

As of 10/21/21
5
4
3
2
1

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

40,279
$1.03M
27,302
$701.74K
0.33%
$0.08
0.07%
0.52% / -0.55%
None
100.00%
50,000
0.57
0.02%
--
186
$25.69
5

USDU MSCI ESG Ratings

6.10 / 10
--
44.36
--
--
--