Wisdomtree Bloomberg Dollar Etf Profile
| USDU Etf | USD 27.97 0.17 0.60% |
Performance17 of 100
| Odds Of DistressLess than 9
|
WisdomTree Bloomberg is selling for under 27.97 as of the 28th of November 2024; that is 0.6 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 27.89. WisdomTree Bloomberg has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for WisdomTree Bloomberg Dollar are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, that exceed the performance of the index. Wisdomtree Bloomberg is traded on NYSEARCA Exchange in the United States. More on WisdomTree Bloomberg Dollar
Moving together with WisdomTree Etf
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Idea | Developed Markets Basket ETFs (View all Themes) |
| Business Concentration | Developed Markets Basket ETFs, Trading--Miscellaneous, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2013-12-18 |
| Benchmark | Bloomberg Dollar Spot Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 208.2 Million |
| Average Trading Valume | 192,755 |
| Asset Type | Currency |
| Category | Basket |
| Focus | Developed Markets Basket |
| Market Concentration | Blended Development |
| Region | Global ex-U.S. |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Paul Benson, Stephanie Shu |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Sep |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 200 |
| Market Maker | Susquehanna |
| Total Expense | 0.5 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 12.07 |
| Name | WisdomTree Bloomberg U.S. Dollar Bullish Fund |
| Currency Code | USD |
| Open Figi | BBG005PXGB51 |
| In Threey Volatility | 6.65 |
| 1y Volatility | 6.24 |
| 200 Day M A | 26.7105 |
| 50 Day M A | 27.2526 |
| Code | USDU |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
WisdomTree Bloomberg Dollar [USDU] is traded in USA and was established 2013-12-18. The fund is listed under Trading--Miscellaneous category and is part of WisdomTree family. The entity is thematically classified as Developed Markets Basket ETFs. WisdomTree Bloomberg at this time have 430.3 M in net assets. , while the total return for the last 3 years was 7.1%.
Check WisdomTree Bloomberg Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Bloomberg Dollar Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree Bloomberg Currency Exposure
WisdomTree Bloomberg Dollar holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree Bloomberg will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree Bloomberg Dollar.
Top WisdomTree Bloomberg Dollar Etf Constituents
| USFR | WisdomTree Floating Rate | Etf | Ultrashort Bond |
WisdomTree Bloomberg Top Holders
| MSMR | ETF Series Solutions | Etf | Moderate Allocation | |
| DECMX | Bcm Decathlon Moderate | Mutual Fund | Equity Market Neutral |
WisdomTree Bloomberg Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Bloomberg. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.2111 | |||
| Jensen Alpha | 0.0815 | |||
| Total Risk Alpha | 0.0367 | |||
| Sortino Ratio | (0.09) |
WisdomTree Bloomberg Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in WisdomTree Bloomberg Dollar. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
The market value of WisdomTree Bloomberg is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Bloomberg's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Bloomberg's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Bloomberg's market value can be influenced by many factors that don't directly affect WisdomTree Bloomberg's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Bloomberg's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Bloomberg is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Bloomberg's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.