Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% 0.12% 233.37M 218637.7
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
6.63% 78.00% -138.79M Upgrade

Basic Info

Investment Strategy
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.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Miscellaneous
Category Index ICE BofA USD 3M Dep OR CM TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
Bloomberg Dollar TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Nieman 3.38 yrs
Nancy Rogers 3.25 yrs
William Newton 0.25 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 02, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
-7.44%
5.40%
1.55%
-5.44%
4.07%
7.70%
3.10%
5.73%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.64%
-9.10%
7.05%
4.09%
-6.66%
5.73%
9.46%
3.63%
6.05%
--
--
-67.82%
11.04%
-72.41%
-23.80%
-72.52%
-14.69%
--
--
--
--
--
--
--
-0.03%
--
--
--
--
--
--
--
1.93%
As of May 02, 2024.

Asset Allocation

As of April 25, 2024.
Type % Net % Long % Short
Cash 71.85% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 28.15% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
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.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Miscellaneous
Category Index ICE BofA USD 3M Dep OR CM TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
Bloomberg Dollar TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Nieman 3.38 yrs
Nancy Rogers 3.25 yrs
William Newton 0.25 yrs

Top Portfolio Holders

0 of 0