USDU Performance — WisdomTree Bloomberg U.S. Dollar Bullish Fund
Data updated: 2026-07-30
USDU returned +1.39% year to date and +3.52% over one year to May 2026. Annualised returns are +4.26% over 3 years and +5.43% over 5 years. The fund trailed its Ultrashort Government Bond category average: $100 invested three years ago grew to $113, against $128 for the category, and to $104 over one year, against $106. Volatility over the past three years was 6.05% a year. In the 12 months to May 2026 the fund took in a net $215.6M, and assets reached $380.42M.
USDU Growth of $100
What $100 invested in WisdomTree Bloomberg U.S. Dollar Bullish Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Ultrashort Government Bond category average over the same months.
| Period | USDU | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $104 | $106 |
| 3 years (Jun 2023 – May 2026) | $113 | $128 |
| 5 years (Jun 2021 – May 2026) | $130 | $118 |
| Since data start (Sep 2019 – May 2026) | $120 | $138 |
USDU Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.39% |
| 1 year | +3.52% |
| 3 years (annualised) | +4.26% |
| 5 years (annualised) | +5.43% |
USDU Annual Returns
Calendar-year total returns of WisdomTree Bloomberg U.S. Dollar Bullish Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +1.39% |
| 2025 | −3.22% |
| 2024 | +14.48% |
| 2023 | +3.13% |
| 2022 | +7.78% |
| 2021 | +3.87% |
| 2020 | −5.63% |
| 2019 (Sep–Dec) | −1.89% |
USDU Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.9% | +0.3% | +2.7% | −1.6% | +0.9% | — | — | — | — | — | — | — |
| 2025 | +0.2% | −0.3% | −1.5% | −3.6% | −0.1% | −1.7% | +3.1% | −1.2% | +0.4% | +2.1% | +0.1% | −0.7% |
| 2024 | +2.5% | +1.0% | +0.7% | +2.1% | −0.6% | +2.0% | −0.7% | −1.0% | −0.4% | +3.4% | +1.7% | +3.2% |
| 2023 | −1.5% | +2.9% | −1.4% | +0.2% | +2.0% | −0.5% | −0.7% | +2.3% | +2.6% | +1.3% | −2.4% | −1.5% |
| 2022 | +0.9% | −0.3% | +0.9% | +4.2% | −1.4% | +2.7% | +0.7% | +2.5% | +3.4% | 0.0% | −4.5% | −1.3% |
| 2021 | +0.8% | +0.4% | +1.4% | −1.8% | −1.3% | +2.0% | −0.2% | +0.5% | +1.5% | −0.5% | +1.8% | −0.9% |
| 2020 | +1.1% | +1.4% | +2.9% | −0.3% | −1.2% | −0.7% | −3.5% | −1.5% | +1.3% | −0.4% | −2.5% | −2.2% |
| 2019 | — | — | — | — | — | — | — | — | +0.4% | −1.7% | +1.3% | −1.8% |
USDU Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 6.05%
- 3-year Sharpe ratio: -0.04 (vs 4.5% risk-free rate)
- Best month: +3.36% (Oct 2024)
- Worst month: −3.60% (Apr 2025)
USDU Fund Flows
Monthly money in and out of WisdomTree Bloomberg U.S. Dollar Bullish Fund, from SEC Form N-PORT.
- 12-month net flow: $215.6M
- 12-month gross sales (incl. reinvestments): $489.3M
- Sales ÷ redemptions: 1.79×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $15.7M | $35.1M | −$19.4M |
| Apr 2026 | $50.1M | $57.2M | −$7.2M |
| Mar 2026 | $240.3M | $18.2M | $222.2M |
| Feb 2026 | $17.9M | $23.0M | −$5.2M |
| Jan 2026 | $9.1M | $26.9M | −$17.9M |
| Dec 2025 | $24.3M | $29.4M | −$5.1M |
| Nov 2025 | $52.7M | $18.9M | $33.8M |
| Oct 2025 | $29.3M | $0 | $29.3M |
| Sep 2025 | $5.3M | $6.6M | −$1.3M |
| Aug 2025 | $32.9M | $15.8M | $17.2M |
| Jul 2025 | $11.7M | $38.7M | −$26.9M |
| Jun 2025 | $37 | $3.9M | −$3.9M |
USDU Assets Under Management
Net assets of WisdomTree Bloomberg U.S. Dollar Bullish Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $380.42M |
| 2026-02-28 | $181.98M |
| 2025-11-30 | $221.26M |
| 2025-08-31 | $154.97M |
| 2025-05-31 | $169.20M |
| 2025-02-28 | $347.04M |
| 2024-11-30 | $210.52M |
| 2024-08-31 | $222.33M |
| 2024-05-31 | $319.02M |
| 2024-02-29 | $175.64M |
| 2023-11-30 | $244.39M |
| 2023-08-31 | $196.59M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.