ETF Evaluator:
WisdomTree Bloomberg US Dllr Bullish ETF (USDU)
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(as of Aug 07)
Best Performing in Trading--Miscellaneous Over the Last Year
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ETF Details
WisdomTree Bloomberg US Dllr Bullish ETF Overview
WisdomTree Bloomberg US Dllr Bullish ETF (USDU) is an actively managed Miscellaneous Trading--Miscellaneous exchange-traded fund (ETF). WisdomTree launched the ETF in 2013.
The investment seeks to provide total returns, before fees and expenses, that exceed the performance of the Bloomberg Dollar Total Return Index (the "index").
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.
About WisdomTree Bloomberg US Dllr Bullish ETF (USDU)
There are 4 members of the management team with an average tenure of 2.41 years: Marlene Walker-Smith (2025), David Nieman (2020), William Newton (2024) and Bryan Steele (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 2 primary benchmarks: Bloomberg Dollar TR USD index with a weighting of 100% and Bloomberg Dollar Spot USD index with a weighting of 100%. WisdomTree Bloomberg US Dllr Bullish ETF has 33 securities in its portfolio. The top 10 holdings constitute 101.3% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
WisdomTree Bloomberg US Dllr Bullish ETF is part of the Other global asset class and is within the Miscellaneous ETF group. WisdomTree Bloomberg US Dllr Bullish ETF has 0.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.0% There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 28.1% (28.1% domestic bond, 0.0% foreign bond and 0.0% convertible bond). WisdomTree Bloomberg US Dllr Bullish ETF has 71.9% of the portfolio in cash.
Assets Under Management
The fund has $458 million in total assets, which is above the $78 million average for the Trading--Miscellaneous category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
USDU Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree Bloomberg US Dllr Bullish ETF expense ratio is average compared to funds in the Trading--Miscellaneous category. WisdomTree Bloomberg US Dllr Bullish ETF has an expense ratio of 0.51%, which is 51% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree Bloomberg US Dllr Bullish ETF has a portfolio turnover rate of 185%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 46% for the Trading--Miscellaneous category.
Recently, in the month of July 2026, WisdomTree Bloomberg US Dllr Bullish ETF returned -0.9%, which earned it a grade of C, as the Trading--Miscellaneous category had an average return of 0.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
WisdomTree Bloomberg US Dllr Bullish ETF has a trailing yield of 3.73%, which is below the 68.32% category average.
The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
WisdomTree Bloomberg US Dllr Bullish ETF Grades
Year to date, the ETF has returned 2.7%, 7.7 percentage points better than the category, which translates into a grade of C. The fund has returned 3.5% over the past year (grade of C), 5.2% over the past three years (grade of B) and 5.3% per year over the past five years (grade of B) and 2.8% per year over the past 10 years (grade of B).
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USDU Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| USDU Return (NAV) | -0.9% | 2.3% | 3.5% | 5.2% | 5.3% | 2.8% |
| USDU Return (Price) | -1.0% | 2.2% | 3.3% | 5.2% | 5.3% | 2.8% |
| NAV +/- Price Return | 0.082% | 0.051% | 0.121% | -0.020% | 0.030% | 0.007% |
| Trading--Miscellaneous Avg | 0.1% | -8.5% | -7.5% | -8.9% | -10.7% | -11.3% |
| USDU Grade (NAV) | C | B | C | B | B | B |
| +/- Category (NAV) | -1.0% | 10.8% | 11.0% | 14.1% | 16.0% | 14.1% |
| USDU Tax-Cost Ratio | na | na | 1.5% | 1.9% | 1.6% | 0.9% |
USDU Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| USDU Return (NAV) | 2.7% | -3.2% | 14.5% | 3.1% | 7.8% | 3.9% | -5.7% | 1.9% | 5.5% | -7.9% | 2.6% |
| USDU Return (Price) | 2.7% | -3.1% | 14.5% | 3.1% | 7.7% | 4.1% | -5.4% | 1.5% | 5.4% | -7.4% | 2.2% |
| NAV +/- Price Ret | -0.022% | -0.023% | 0.006% | -0.004% | -0.011% | 0.044% | -0.039% | -17.5% | -2.6% | -5.9% | -13.4% |
| Trading--Miscellaneous Avg | -4.9% | -8.8% | -5.4% | -17.0% | -10.3% | -12.4% | 6.5% | -12.0% | 5.8% | -4.1% | -10.4% |
| USDU Grade (NAV) | C | C | A | C | B | C | C | B | C | C | B |
| +/- Category | 7.7% | 5.6% | 19.8% | 20.1% | 18.1% | 16.3% | -12.1% | 13.8% | -0.3% | -3.8% | 12.9% |
| Risk Measures | |
| Beta: | -6.61 |
| R-Squared: | 1% |
| Standard Deviation: | 6.1% |
| Category Risk Index: | 0.26 |
| Category Risk Rating: | Low |
| Total Risk Index: | 0.50 |
| Total Risk Rating: | Low |
| Portfolio Characteristics | |
| Yield: | 3.7% |
| Total Assets: | $ 458 Mil |
| Share Class Assets: | $ 458 Mil |
| Turnover: | 185.0% |
| Expense Ratio: | 0.51% |
| Index Fund: | No |
| Index Tracked: | Bloomberg Dollar TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 4 | |||
| Longest Tenure: 5.7 years | |||
| Average Tenure: 2.4 years | |||
| Managers (Year): Nieman David (2020), Newton William (2024), Walker-Smith Marlene (2025), Steele Bryan (2026) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 33 |
| % in Top 10 Holdings: | 101.3% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.0% |
Portfolio Allocation |
|
| Domestic Stock: | 0.0% |
| Foreign Stock: | 0.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 28.1% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 71.9% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Inception Date: | December 18, 2013 |
Expenses and Fees
| Expense Ratio (%): | 0.51% (Rating: Avg) |
| Category Average Expense Ratio (%): | 1.04% |
