(USDU) WisdomTree Bloomberg U.S. - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US97717W4713 • Trading--Miscellaneous
USDU: Money Market Securities, U.S. Dollar, Global Currencies
The WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSE ARCA: USDU) is an actively managed exchange-traded fund (ETF) designed to capitalize on the potential appreciation of the U.S. dollar against a basket of global currencies. The fund seeks to deliver total returns, before fees and expenses, that outpace its benchmark index. It achieves this by maintaining at least 80% of its assets in money market securities and other highly liquid instruments, providing flexibility to adapt to currency market fluctuations. As a non-diversified fund, it can concentrate its holdings in a limited number of securities, allowing for targeted exposure to dollar strength. The fund is structured to benefit from rising U.S. dollar trends, making it a tool for investors seeking currency-focused returns.
Based on the provided data, USDU is currently trading at $27.65, with a 20-day average volume of 383,498 shares. The funds short-term technical outlook appears stable, with its 20-day moving average at $27.51 and 50-day moving average at $27.57, indicating a slight upward trend. The 200-day moving average of $26.38 suggests longer-term bullish momentum. The Average True Range (ATR) of 0.23 reflects relatively low volatility. With an AUM of $339.58 million, the fund maintains significant liquidity. Over the next three months, USDU is expected to maintain its upward trajectory, supported by the dollars strength against global currencies. The technical indicators suggest continued bullish momentum, with potential resistance near $27.75. Investors seeking exposure to U.S. dollar appreciation may find USDU a viable option in the current market environment.
Additional Sources for USDU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
USDU ETF Overview
Market Cap in USD | 214m |
Category | Trading--Miscellaneous |
TER | 0.50% |
IPO / Inception | 2013-12-18 |
USDU ETF Ratings
Growth 5y | 51.2% |
Fundamental | - |
Dividend | 47.6% |
Rel. Strength Industry | -3.39 |
Analysts | - |
Fair Price Momentum | 26.91 USD |
Fair Price DCF | - |
USDU Dividends
Dividend Yield 12m | 4.14% |
Yield on Cost 5y | 4.68% |
Annual Growth 5y | 44.74% |
Payout Consistency | 47.3% |
USDU Growth Ratios
Growth Correlation 3m | -72% |
Growth Correlation 12m | 83.3% |
Growth Correlation 5y | 86.3% |
CAGR 5y | 2.96% |
CAGR/Max DD 5y | 0.22 |
Sharpe Ratio 12m | 2.52 |
Alpha | 4.16 |
Beta | -0.08 |
Volatility | 6.01% |
Current Volume | 164.5k |
Average Volume 20d | 160.2k |
As of March 26, 2025, the stock is trading at USD 27.14 with a total of 164,491 shares traded.
Over the past week, the price has changed by +0.82%, over one month by -0.99%, over three months by -1.31% and over the past year by +8.06%.
Partly, yes. Based on ValueRay Analyses, WisdomTree Bloomberg U.S. (NYSE ARCA:USDU) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 51.16 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of USDU as of March 2025 is 26.91. This means that USDU is currently overvalued and has a potential downside of -0.85%.
WisdomTree Bloomberg U.S. has no consensus analysts rating.
According to ValueRays Forecast Model, USDU WisdomTree Bloomberg U.S. will be worth about 29.1 in March 2026. The stock is currently trading at 27.14. This means that the stock has a potential upside of +7.11%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 29.1 | 7.1% |